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Frederick B

CFP®, Series 63, Series 65

Mill Valley, CA

On Keel Capital

Frederick Borden is a CFP® with 29 years of industry experience. He is the principal advisor at On Keel Capital, an independent firm based in Mill Valley, CA. His prior experience includes roles at Equius Partners, LLC and Sutter Securities Inc., where he is also a registered representative raising capital for private and public companies. On Keel Capital provides fee-only financial planning, wealth-planning, and investment advisory services to individuals, families, trusts, and charitable organizations. The firm follows an evidence-based investment approach focused on strategic asset allocation, diversification, and tax awareness, with a noted emphasis on non-discretionary management and work with charitable clients.

ESG / Sustainable investing Wealth management
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