Owen Keavney, Ed.D, Investment Advisor Representative

Owen Keavney has been a Senior Financial Advisor with Zuk Financial Group since 1983 and is located in Claremont, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Owen holds FINRA Series 7 and 66 licenses.   He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, Owen represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Owen offers institutionally managed programs to his clients as well as fee based consulting.

A former high school principal with a Doctorate in Education, Owen utilizes his experience to educate his clients on strategies designed to achieve financial security. A longtime champion of educator's causes, he is dedicated to helping teachers achieve their goals.

A specialist in retirement planning, Owen is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Owen has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). He also does seminars on investment and retirement planning for small businesses and non-profit organizations. Owen has earned a reputation for explaining difficult subjects in a style that is easily understood.

Owen Keavney is an avid fly fisherman enthusiast who has traveled from Alaska to New Zealand and to the Patagonia region of Argentina to catch and release trout. He regretfully admits that his wife, Suzanne, catches (and releases!) bigger and better trout.

CA Insurance Lic.# 0652294
 
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Zuk Financial Group & NPC are separate and unrelated companies.