David Keefe Financial Planner: 32 Years of Professional Experience, Credentials, and Production at New York Life Insurance Company
David Keefe is a financial advisor with New York Life Insurance Company and the owner and principal of 4-Point Financial, LLC in Waltham, Massachusetts. With 32 years of experience in financial services, he has built a professional career focused on financial planning, insurance, elder care financial strategy, and long-term care planning. His credentials include the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, along with FINRA Series 6 and Series 63 registrations and life and health financial professional licensing in Massachusetts and more than 20 states.
Keefe has ranked among the top 75 of approximately 12,000 New York Life agents in 2024 and has been a lifetime member of the Million Dollar Round Table (MDRT) at the Top of the Table level for the past seven years. Through 4-Point Financial, he serves individuals, families, and business owners throughout Greater Boston. His professional work also includes mentoring financial advisors and supporting the development of other professionals in the financial services industry.
“The combination of long-term industry experience, professional credentials, production history, and specialized planning work provides a clear foundation for understanding David Keefe’s career in financial services.”
Learn more about David Keefe’s professional background, financial planning services, credentials, and work through 4-Point Financial, LLC.
Mentorship and Professional Development
“For more than 20 years, David Keefe has mentored financial advisors who are developing their own practices. The content brief notes that he coaches selected advisors annually, extending his professional experience into the development of other financial professionals.”
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