Keith and Stephanie will be presenting two separate topics at the 5th Annual Closely-Held and Family Business Retreat presented by the Entrepreneurial Management Center. Stephanie will be discussing “How to Optimize Your Employee Benefit Package and Control Costs” and Keith will discuss the differences between permanent life insurance and term life insurance and how each product could be appropriate depending on an individual’s financial goals and objectives.

• Click here to learn more about the EMC Family Business Forum, a program which our firm proudly sponsors.
  
• Click here to view the retreat agenda.
  

Keith was honored this December to participate as a judge at The San Diego Business Journal Family-Owned & Closely Held Business Awards to recognize and honor the accomplishments of San Diego County's family-owned and closely held businesses. The awards ceremony took place on December 17th, and Keith enjoyed the opportunity to meet the business owners that were in attendance.

• Click here to view the page in the Summer 2009 Make-A-Wish newsletter that welcomes the three new Board Members
  

The San Diego Regional Chamber of Commerce in conjunction with the U.S. Small Business Administration hosted the 2009 San Diego Business Awards Luncheon this May where small and micro businesses were recognized with awards in the following categories: Outstanding Emerging Business, Excellence In Customer Service, Most Innovative Product or Service, Most Innovative Marketing Campaign/Concept and Most Environmentally Conscience. Keith Eck Financial earned Honorable Mention recognition at the luncheon in the category of Excellence in Customer Service and are proud to be members of the San Diego Chamber of Commerce since 1994.

• Click Here to see the accompanying
  Certificate of Recognition.
  

Stephanie is the chapter leader of the San Diego Room to Read organization and this May she traveled to Cambodia on a trek to visit Room to Read’s amazing non-profit work to help educate the world’s children.

• Click here to learn more about Room to Read.
  

Janelle Brawner received the 2009 Outstanding Scholarship Award in Finance at USD, sponsored by the Financial Executives Institute. The award was presented to the student with the highest grade point average in each major. The Financial Executives Institute’s mission is to be the preemptive association for financial executives through networking, knowledge, advocacy, and ethical leadership.

In 2008 Keith achieved ‘Top of the Table’ status, the highest level of recognition from the Million Dollar Round Table, an international association that represents the world’s best life insurance and financial services professionals (less than 1%). Keith is also a member of the Honor Roll, a member of the Quarter Century Club, and has earned “Court of the Table” status for 10 years.

• Click Here to see the accompanying Press Release.
  

Thank you for nominating Keith and Stephanie as "2009 FIVE STAR: Best Wealth Managers SM" in the February issue of the San Diego Magazine. We appreciate the confidence you have placed in us as your financial advisors and encourage you to spread the news to others who may be seeking financial advice in these turbulent economic times.

• Click Here to see the accompanying Press Release.
• Click Here to view our Video Award Announcement.
  

Read this online article about our firm that appears in the February 2009 issue of San Diego Magazine.

Visit Keith’s Wikipedia page and learn some interesting facts about him and about his professional football career.