Kevin M. Keefe, CFA

Captain
DISC Type : DS

President and COO at Independent Financial Group, LLC

San Diego, California, United States

Overview

Accomplished C-suite executive with over 30 years in wealth management. As President and COO of Independent Financial Group, he empowers financial advisors through strategic growth and operational excellence. A CFA charterholder, he earned his BS from Suffolk Universitys Sawyer Business School.

Colleagues describe him as an intuitive, bright, and skilled professional with great leadership and integrity, who is an expert in utilizing technology to assist in the sales process.

He led the full-scale modernization of Realta Wealth, a 30-year-old firm, which included a complete rebrand and the development of a new executive leadership team.

Personality Overview

Planner & Achiever

Dynamic But Sincere

Long-Term Thinker

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Advisor Independence
Passionate about preserving "authentic independence" for financial advisors, ensuring they have the flexibility and support to serve clients and grow their businesses effectively.
Wealth Firm Transformation
Experienced in re-visioning and modernizing established wealth management businesses by enhancing services, expanding revenue streams, and building new leadership teams to drive sustainable growth.
WealthTech Implementation
Focuses on utilizing business intelligence and technology platforms to help financial advisors accurately value, benchmark, and strengthen their practices.

Media Appearances

Kevin has no verified media appearances

Work History

4-2025
President and COO at Independent Financial Group, LLC
11-2019
Board Member at FMT Solutions
3-2023 - 1-2025
Chief Executive Officer at Realta Wealth
5-2020 - 1-2023
Senior Advisor at BNY Mellon
10-2018 - 10-2022
Advisory Board at Truelytics (Acquired by Envestnet)

Education

Bachelor of Science - BS from Suffolk University - Sawyer Business School

More Information

Social Presence :

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Exp : 6 Location : San Diego, California, United States Job Level : Leadership Designation : President and COO at Independent Financial Group, LLC
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Insights For Selling To Kevin M.

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin M. is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Kevin M.

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Kevin M. move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Kevin M. take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Kevin M.

Personality Compatibility


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