Steven Keirn, JD, CFP®

Senior Wealth Advisor

Palo Alto, CA
Steven Keirn, JD, CFP®

Investment Strategies
Tax Planning
Estate Planning


Recipient of the FIVE STAR Wealth Manager Award in San Francisco Magazine (2019)

For two decades, Steve Keirn has provided a range of investment, tax, and estate planning advice geared toward developing pragmatic, comprehensive financial plans for clients and their families.  

Prior to joining the firm, Steven worked for ten years as an in-house counsel in the telecommunications industry, advising executives and managers in both established companies and “start-up” environments. This experience gives Steve insight into the business-related financial issues of the firm’s clients, including matters related to equity, deferred compensation, and benefits schemes, professional transitions, and the personal impact of various corporate transactions. 

  • Admitted to practice law in Massachusetts
  • Member of the Financial Planning Association
  • Investment Adviser Representative (Series 66)
  • JD, Duke University School of Law
  • BS (magna cum laude) in Political Science and a Business minor from Villanova University
  • Completed Boston University’s certificate program in financial planning

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.