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© 2010-2019 Keith Buchanan & Associates Wealth Planning Group
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Financial planning is offered through LPL Financial, a registered investment advisor.

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Redlands, CA & Port Townsend, WA

(909) 793-8099 - Main

(800) 947-1005 - Toll Free

(360) 379-5400

Check the background of this firm on FINRA's BrokerCheck

Keith is the founder and LPL Registered Principal of Keith Buchanan & Associates, Wealth Planning Group, in Redlands, California.

Born in Toronto, Canada, Keith was just 3 years old when his family moved to Loma Linda, where Keith grew up. He attended Loma Linda Academy and graduated from Loma Linda University on the Riverside Campus with a Bachelor of Arts in Mass Media.

In 1984, Keith developed an interest in the world of wealth planning and was first registered per FINRA as an Investment Representative in 1986. His first practical, real-world wealth planning experience was gained while working with an investment firm in Pasadena from 1987 to 1992.

In 1992, he joined LPL Financial as an LPL Registered Principal, opening KB-Wealth Planning-Group to provide the kind of close personal wealth planning experience that he found most clients wanted...a level of service that other firms simply didn't offer. To round out the planning experience for clients, Keith also opened his own insurance agency, also called Keith Buchanan & Associates.

With the wealth planning firm and the insurance agency in place, Keith is ready to provide the Inland Empire and the Beautiful Northwest with a full-service, investment and insurance oriented firm for the clients who continue to seek him out today.

Although, like many couples, Keith and Julie faced some medical issues after joining their families, with good medical help and prayerful support from friends, this is all behind them. This allows Keith, Julie and their sons to enjoy life.

When Keith is not advising clients on wealth planning and insurance matters, he maintains his hobbies of website design and film making. In 2010, Keith had the opportunity to work with an old friend, Gray Frederickson, who many recognize as the producer of two very successful movie franchises, "The Godfather" and "Apocalypse Now". Keith also helped direct and produce a film called "The Elevator".

To schedule a confidential, no-obligation meeting with Keith, contact KB Wealth Planning Group at (909) 793-8099 or toll free at (800) 947-1005.

Please do not include instructions for the purchase or the sale of securities with your email, as these orders will be ignored. It is a requirement that the Representative speak to you first, before any orders can be accepted.

Listen to what Keith has to say about retirement planning.