David Keefe Completes Estate Council Board Term; Serves Newton and Waltham
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 atto...
