David Keefe
David Keefe is a Chartered Financial Consultant and Chartered Life Underwriter based in Waltham, Massachusetts. With more than 32 years of verified production with New York Life, he brings long-standing financial planning experience to individuals, families, and business owners across Greater Boston.
As a Financial Advisor with New York Life Insurance Company and owner and principal of 4-Point Financial, LLC, David Keefe leads a Waltham-based practice grounded in advanced credentials, long-term client relationships, and specialized planning experience. His record includes consistent placement among the top 100 agents out of approximately 12,000 nationwide.
With deep roots in Watertown, Waltham, Newton, and the Charles River area, David Keefe has built a financial planning career that reflects professional depth and regional commitment. His work combines ChFC and CLU designations, FINRA Series 6 and Series 63 licensing, and Life and Health Advisor licensing in Massachusetts and more than 20 states.
Financial Planning Services
Through 4-Point Financial, LLC, David Keefe provides financial planning guidance for individuals, families, and business owners. His areas of focus include retirement planning, long-term care planning, elder care financial planning, life insurance strategies, and charitable giving strategies.
Authority and Education
David Keefe has served as a faculty member and speaker for MCLE on elder care financial planning topics and has taught long-term care planning through Newton Adult Community Education. His work in professional and community education reflects his focus on helping families understand complex planning decisions with greater clarity.