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Dinah B

CFP®, Series 63, Series 65

Foster, KY

Keating Financial Advisory Services

Dinah Bird Westerfield is a CFP® professional at Keating Financial Advisory Services with 14 years of industry experience. Her prior roles include positions at PNC and BB&T Bank. She is also the sole owner and president of River Inc., operating Baker-Bird Winery & Distillery. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm provides investment management and consulting services using both discretionary and non-discretionary approaches, employing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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