Waltham-based financial planner concludes scheduled service on the Boston Estate Planning Council’s Board of Directors and remains a council member.

United States, 4th Nov 2026 – David Keefe, owner and principal of 4-Point Financial, LLC, completed his scheduled three-year term on the Boston Estate Planning Council’s Board of Directors on June 30, 2026. He remains a council member following the organization’s regular board turnover and continues his financial planning practice serving individuals, families and business owners in Newton, Waltham and throughout Greater Boston.

The council elected Keefe as one of four at-large directors in 2023. A new class of at-large directors began serving on July 1, 2026, as part of the organization’s regular board cycle. The council brings together attorneys, accountants, financial planners, insurance professionals and other practitioners involved in estate-related work. 

At 4-Point Financial, LLC, his work with clients in Newton and Waltham encompasses comprehensive financial planning, life insurance strategy, disability income protection and charitable giving. These areas can intersect with estate planning considerations, particularly when insurance arrangements or charitable gifts involve coordination with legal and tax professionals. Keefe leads a team of two full-time and two part-time employees.

David Keefe has worked with New York Life Insurance Company for more than 32 years, consistently ranking among its top 100 producers out of a national network of approximately 12,000 agents. He holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Services. He has passed the Series 6 and Series 63 qualification examinations and holds Life and Health Advisor licenses in Massachusetts and more than 20 states. His professional record also includes MDRT Top of the Table recognition.

Outside his financial planning practice, David Keefe serves as Club Development Director for USA 500 Clubs’ MetroWest club, which meets in Waltham. He formerly served as president of the Watertown Chamber of Commerce and remains a member of the Charles River Chamber of Commerce. He has also mentored financial advisors for more than 20 years. His community involvement includes more than 10 Pan-Mass Challenge rides, raising over $40,000 for the Jimmy Fund and Dana-Farber Cancer Institute, and previous service as head coach of Newton Youth Hockey.

About David Keefe

David Keefe is the owner and principal of 4-Point Financial, LLC, a Waltham, Massachusetts-based firm working in financial planning, life insurance strategy, disability income protection and charitable giving. He holds ChFC and CLU designations and has worked with New York Life Insurance Company for more than 32 years. A former at-large director of the Boston Estate Planning Council, he remains a council member. Further information is available through David Keefe’s professional profile.

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View source version on King Newswire:
David Keefe Completes Estate Council Board Term; Serves Newton and Waltham