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William Van Keulen

Executive Vice President

Transform Wealth

United States, Colorado, Denver

About Me

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

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Profile Information

Executive Vice President

Transform Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Denver

Colorado

United States

Jan 12, 2025

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