Gwen Keihl, CFP®

Financial Advisor



Education:
University of Cincinnati, BBA, Marketing
Xavier University, Executive Certificate in Financial Planning

Designations:
CERTIFIED FINANCIAL PLANNER™

Industry experience:
5 Years

How does Gwen Use Commas?

  • Clearly identify savings goals for both long-term and short-term
  • Travel around the world to meet new people and have new experiences
  • Achieving financial independence

The Latest from Gwen

2024 Year-End Planning Guidelines
Choosing Between an HDHP and a PPO

Gwen’s Story

Gwen helps individuals and families make informed decisions about their finances to achieve their goals. She engages with clients on all aspects of their financial plan, from compensation and retirement planning to short-term and long-term savings, education planning, and significant purchases. Having personally experienced the challenges of managing student debt without guidance, Gwen is passionate about helping others understand and feel confident in their financial decisions. Her goal is to assist clients in identifying and progressing toward their goals through individualized financial plans, ultimately achieving peace of mind and a sense of possibility. 

Outside of work, Gwen is an outdoor enthusiast who enjoys biking, hiking, running, golfing, or relaxing in her hammock. Gwen is an adventurous cook and loves trying new foods. With close family scattered around Ohio, she often travels to spend quality time with them and her nieces and nephews.


Specialties

Comprehensive financial planning, retirement projections, goal setting

Ready to start the conversation?