About David Keefe

David F. Keefe III is a Waltham, Massachusetts-based financial advisor whose career spans more than three decades of professional practice, advanced education, and community involvement throughout Greater Boston. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College of Financial Services.

David Keefe is FINRA Series 6 and Series 63 licensed and is a licensed Life and Health Advisor in Massachusetts with authorization to conduct business in more than 20 states. His professional background also includes a Bachelor of Science in Business Administration from Northeastern University.

For more than 32 years, David Keefe has served as a Financial Advisor with New York Life Insurance Company. He is also the owner and principal of 4-Point Financial, LLC, headquartered in Waltham, where he leads a team of two full-time and two part-time professionals.

His production record reflects the consistency that defines his practice. David Keefe has ranked among the top 100 agents out of approximately 12,000 New York Life agents nationwide, a distinction that reflects sustained production across a long career. His professional record also includes MDRT Top of the Table recognition and speaking experience.

David Keefe’s subject-matter expertise extends beyond individual client planning. He 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 these areas positions him as a resource for families navigating elder care, long-term care, and related financial planning decisions.

His community engagement is also central to his professional identity. David Keefe is a former President of the Watertown Chamber of Commerce and a current member of the Charles River Chamber of Commerce. He has served on the Board of Directors of the Boston Estate Planning Council and leads the Waltham club of USA 500 Clubs, a member-based organization for senior-level trusted advisors.

David Keefe has also mentored financial advisors for more than 20 years, coaching selected advisors as they develop stronger practices and professional relationships. That mentorship reflects his long-standing involvement in the financial planning profession beyond his own client work.

His civic and charitable involvement includes participation in the Pan-Mass Challenge more than 10 times, raising over $40,000 for the Jimmy Fund and Dana-Farber Cancer Institute. He has also supported the Catholic Schools Foundation, served as a former Head Coach with Newton Youth Hockey, and spoken at the Appalachian Mountain Club Annual Summit on charitable giving strategies.

David Keefe’s practice is rooted in the Greater Boston area, with strong ties to Waltham, Watertown, Newton, and the Charles River region. That local foundation informs his approach to financial planning, professional education, mentorship, and community service.