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
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