About Us

With over 20 years of experience in the Financial Services Industry, Bill Keesling specializes in a range of products and services including fee-based financial planning and special needs planning. Bill has served on a variety of non-profit boards including the Adams Avenue Business Association, Disabled Service Advisory Council through San Diego City Parks & Recreation, Involved Exceptional Parent (IEP) Day, National Foundation for Autism Research (NFAR), and a part of Disabled Services Advisory Council 501c3 (DSAC) for San Diego Therapeutic Recreation Services(TRS) for Parks and Recreation.

Bill earned his degree from the University of Louisville, Kentucky, and studied abroad at Pontifica Universisdad Catolica de Ecuador. He and his wife, Sheila, live in the beautiful Rancho Bernardo community and their son, Billy, attends the Poway Unified School District. Both Bill and Sheila are active contributors in the autism/special needs community in San Diego county.


To learn more about Bill, check out the below videos: 

Bill and his son on their surfing trip in San Diego

Bill is a part of the Disabled Services Advisory Council 501c3 (DSAC) for San Diego Therapeutic Recreation Services(TRS). Click on the link to see TRS in action!

Click on the link to learn more about Bill's professional experience


First Then IFS