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Keith W
Series 65
Berkeley, CA
Effective Finance LLC
Keith Weissglass is a financial advisor at Effective Finance LLC in Berkeley, CA, holding a Series 65 credential with three years of industry experience. He serves as a director of operations at Constellation Research Center, Inc., a nonprofit organization, and is also a lecturer at the University of California at Davis. Effective Finance LLC is a fee-only registered investment adviser providing ongoing and project-based financial planning to individuals and high-net-worth clients. The firm focuses on tailored recommendations using modern portfolio theory and asset-allocation strategies, primarily favoring passive funds such as mutual funds and ETFs, while clients implement the recommendations independently.
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