Steven Keirn, JD, CFP®

Counselor

Based in Palo Alto, CA, Steve Keirn joined GW & Wade in 2004 after ten years as an in-house counsel in the telecommunications industry, advising executives and managers in both established companies and "start-up" environments. This experience gives Steve unique insight into the business-related financial issues of GW & Wade’s clients, including matters related to equity, deferred compensation, and benefits schemes, professional transitions, and the personal impact of various corporate transactions. He provides a range of investment, tax, and estate planning advice geared toward developing pragmatic, comprehensive financial plans for clients and their families.

  • Admitted to practice law in Massachusetts 
  • CERTIFIED FINANCIAL PLANNER™
  • Member of the Financial Planning Association
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Duke University School of Law
  • BS (magna cum laude) in Political Science and a Business minor from Villanova University
  • Completed Boston University’s certificate program in financial planning