John O’Keefe

CFP®
direct 952 225-0315
toll free 888 591-9770
fax 952 525-8538
1000 Shelard Parkway, Suite 300
Minneapolis, MN 55426
As a CERTIFIED FINANCIAL PLANNERtm, John likes to help individuals and families better understand how to simplify the financial process. Over the course of two or more conversations, John and the client uncover important financial concerns and desires. He helps the client convert these abstract issues into tangible goals. John helps “de-mystify” financial solutions by educating his clients how they can be applied to meeting their objectives.

John has been serving clients as a Financial Advisor for over ten years and became a CERTIFIED FINANCIAL PLANNER™ in 2011. Prior to becoming his career in financial services, he worked in the technology field serving the area’s largest businesses for over 25 years. He grew up in Crystal Lake, IL and has a BA degree from Northern Illinois University.

John currently lives in Plymouth after having lived in Hopkins for over 20 years, John enjoys his four children and three grand-daughters. He is active in his church and enjoys fishing and singing with the Northern Lights Chorale. He is active in the FPA (Financial Planning Association) of Minnesota and currently serves on the Membership Committee. He has served on numerous church boards and as a member of the Hopkins Business and Civic Association (HBCA) Board of Directors. He can be found in the HBCA booth or CaringWorks! Tent at the Hopkins Family Days, Raspberry Festival, Hopkins in Motion or Empty Bowls community celebrations.

Services & Client Experience:

John enjoys working with all investors. His skills are best used working with individuals and families facing complex and important life transitions. Sometimes these transitions are years away and other times they are sudden. These transitions include:

  • Providing income at retirement after a productive career
  • Planning the move from a residence into senior living facility
  • Dealing with a spouse or parent with failing health
  • Transitioning assets to children, charities or both
  • Sending children (or grand-children) off to college and affording it

These are transitions with which most families have little experience. In most cases the expertise of a trusted attorney, tax consultant and Financial Advisor aid in making the transition successful. John would be honored to help your family successfully navigate any of these transitions.

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