William Van Keulen, CPA/PFS, CFP® splits his time between comprehensive financial planning, portfolio management and firm operations. Since 1999 he has focused his time and energy on creating integrated financial planning solutions and investment strategies that serve clients with moderate to high net worth.
Bill is a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant (Inactive MN) and a Personal Financial Specialist. These professional credentials, along with his unique combination of 15 years of experience in planning and portfolio management, have allowed him to help clients make financial decisions that are thoughtful and focused solely on their well-being.
Some of Bill’s key accomplishments at the firm include: financial planning design for over 100 individuals and families, small business consulting and exit strategy analysis, the creation of tax efficient portfolios, the creation and monitoring of firm equity portfolios and fixed income portfolio management.
In addition to his professional credentials Bill spent a decade in financial accounting positions in the technology sector before receiving his MBA in 1997. His financial involvement in a Minneapolis based company was a key ingredient in its financial market success. Ultimately, his combination of general business management experience and education in financial planning led him to his present leadership role at Carnick & Kubik.
Bill holds a bachelor of science degree in accounting from the University of Minnesota, a master’s in business from Loyola University-New Orleans and a professional degree in financial planning from Boston University. He lives in Colorado Springs with his wife and three boys, and enjoys fishing, soccer, snowboarding, biking and spending time with his family.
Bill has a strong record of active membership in professional organizations. These include:
- Colorado Financial Planning Association: Program Director (2010-2013); President (2007-2009); Treasurer (2004-2006).
- American Institute of CPAs : Member since 1995