William Van Keulen, CPA/PFS, CFP® is the Executive Vice President of Transform Wealth. Bill splits his time between comprehensive financial planning, portfolio management, and firm operations. Since 1999 he has focused his time and energy on creating integrated financial planning solutions and investment strategies that serve clients with moderate to high net worth. Bill is a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant (Inactive MN) and a Personal Financial Specialist. These professional credentials, along with his combination of 20 years of experience in planning and portfolio management, have allowed him to help clients make financial decisions that are thoughtful and fo

William Van Keulen
Executive Vice President
Transform Wealth
United States, Colorado, Denver
About Me
Profile Information
Executive Vice President
Transform Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Denver
Colorado
United States
Jan 12, 2025
More profiles to browse
TH
Tanner Harmon
Controller
David Kubik
President & Principal
GP
Gordan Post
Senior Financial Advisor
Clarissa Hobson
Director of Financial Planning
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial