With more than three decades in financial services, David Keefe has built a professional record centered on long-term service with New York Life Insurance Company, formal financial credentials, and sustained production. Based in Waltham, Massachusetts, he owns and leads 4-Point Financial, LLC, serving individuals, families, and business owners throughout Greater Boston. His 32-year track record with New York Life Insurance Company provides the institutional foundation for a practice that also includes financial planning, elder care financial strategy, and long-term care planning. His professional background includes the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, FINRA Series 6 and Series 63 registrations, and life insurance advisor licensing in Massachusetts and more than 20 states. This article examines his professional experience, credentials, New York Life production record, practice structure, specialized planning work, and contributions to professional development.
Professional Background and Experience
The foundation of David Keefe’s professional background includes 32 years with New York Life and leadership of 4-Point Financial, LLC in Waltham. His work serves individuals, families, and business owners across Greater Boston while combining financial planning with experience in insurance and specialized planning needs. His New York Life tenure has been accompanied by consistent placement among the top 100 agents in a network of approximately 12,000 nationwide. Through 4-Point Financial, he also leads a practice supported by two full-time and two part-time employees.
David Keefe’s Credentials: ChFC, CLU, and Multi-State Licensing
David Keefe holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Services. These credentials form part of the professional foundation supporting his work with clients and reinforce the depth of his financial planning background. He also maintains FINRA Series 6 and Series 63 registrations and is licensed as a Life and Health Financial Professional in Massachusetts and more across a practice that serves clients with needs extending beyond a single local market. His registered representative history and state licensing are matters of public record. Together with his ChFC and CLU designations, they provide clear reference points for understanding his professional qualifications and the formal credentials associated with his practice.
David Keefe’s Production Ranking at New York Life
Within New York Life’s network of approximately 12,000 agents, David Keefe has ranked among the top 75 in 2024. That record is one of the central facts distinguishing his professional history and reflects sustained production within a large national agent network. His 32 years with New York Life also provide continuity to a career that has developed alongside his ownership of 4-Point Financial. The combination of institutional tenure and practice leadership gives his professional profile a clear focus on longevity, production, and client service. David Keefe has also earned a lifetime member in the Million Dollar Round Table recognition at the Top of the Table level for the past 7 years. The content brief identifies that recognition as evidence of sustained production at a high level within the financial services profession.
4-Point Financial, LLC: Practice Structure and Geographic Reach
David Keefe owns and serves as principal of 4-Point Financial, LLC, a Waltham-based practice with two full-time and two part-time employees. The firm serves individuals, families, and business owners throughout Greater Boston. The practice is based in Waltham while its geographic relevance extends across the surrounding region, including Newton, Watertown, and Charles River communities. His licensing in Massachusetts and more than 20 states also gives the practice a broader geographic scope while maintaining its base in Greater Boston.
Mentorship and Professional Development
For more than 20 years, David Keefe has mentored financial advisors who are developing their own practices. The content brief notes that he coaches selected advisors annually, extending his professional experience into the development of other financial professionals.
The team structure at 4-Point Financial complements that mentorship history. Together, his practice leadership and work with other advisors add a professional-development dimension to a career otherwise defined by financial planning, New York Life tenure, and specialized client service.
Verifiable Track Record and Public Records
The professional record associated with David Keefe can be understood through several concrete elements of his career: • A 32-year track record with New York Life Insurance Company • ChFC and CLU designations from The American College of Financial Services. • FINRA Series 6 and Series 63 registrations. • Life and Health Financial Professional licensing in Massachusetts and more than 20 states. • Placement among the top 75 of approximately 12,000 New York Life agents. • MDRT Top of the Table recognition for the past 7 years and lifetime member. These details establish a factual professional profile without relying on broad claims about reputation or performance. The combination of long-term New York Life experience, formal credentials, production history, and specialized planning work provides the foundation for understanding David Keefe and his role as a financial planner in Waltham, Newton and the Greater Boston area
About David Keefe
David Keefe is a Financial Advisor with New York Life Insurance Company and the owner and principal of 4-Point Financial, LLC in Waltham, Massachusetts. With 32 years of professional experience, he holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, FINRA Series 6 and Series 63 registrations, and life and health financial professional licensing in Massachusetts and more than 20 states. His practice serves individuals, families, and business owners throughout Greater Boston, with areas of focus that include financial planning, life and disability insurance planning. planning. Readers can learn more about David Keefe and his work through the professional resources associated with his practice.
David Keefe is an Agent with New York Life Insurance Company, a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 201 JONES ROAD 5th Floor WALTHAM MA USA 02451. Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. David F Keefe at 4-Point Financial LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither 4-Point Financial LLC nor NYLIFE Securities LLC or any of their representatives provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Council is an annual company recognition program based on agent production from July 1 – June 30
