ABOUT
THE FIRM

Once you retire your goals and needs change drastically. You need a retirement advisor that understands how to help you by providing solutions to your unique challenges:
  • Asset 17 Create a retirement income stream that you and your spouse cannot outlive!
  • Asset 17 Pay fewer taxes in retirement!
  • Asset 17 Optimize Social Security so you receive every nickel you are entitled to!
  • Asset 17 Protect your savings from skyrocketing healthcare costs, inflation and higher taxes!
  • Asset 17 Build a portfolio, based on your needs, so you can get the best returns, with the least risk possible.

With over 33 years of providing professional advice, Keith Springer has the experience and expertise to help you retire with confidence.

Our holistic personal approach is distinctive in the industry. We identify not just your financial goals but your life’s goals.

How will you pay for your children’s college or assist your aging parents? What kind of legacy do you wish to leave? How much money do you need to live comfortably for the rest of your life while taking the least amount of risk possible? Your answers guide us as we take the helm of your wealth management strategies. As your needs or the market changes, our ongoing management process ensures your assets evolve as well. Planning for an entire lifetime is a complex and dynamic process.

A smart plan considers many variables including inflation, mortgage protection, sky-rocketing health care costs, longevity, long-term care, ever-changing rules on Medicare, economic trends and shifting population demographics. Our comprehensive and integrated approach helps you fully understand the issues and make informed decisions. We present the options, you make the choices. Springer Financial Advisors is a fee-based Registered Investment Advisor—which means we do not charge commissions for transactions or loads on mutual funds. We never receive any incentives to use an investment in our client portfolios. This puts us on the same team with you, eliminating the pressure to buy and sell, and freeing us of the conflict of interest that often exists with traditional brokerage relationships.

our team

Keith Springer President

Keith Springer is the author of “Surfing the Retirement Tsunami – Your guide to staying afloat and retiring comfortably” and “Facing Goliath: How to Triumph in the Dangerous Market Ahead,” radio host of “Smart Money with Keith Springer” on NewsRadio 1530 KFBK. Keith can also be seen on CNBC, FOX Business, the Wall Street Journal, Fortune, CNN Money and other news outlets.

Keith is also President and Founder of Springer Financial Advisors in Sacramento, CA, an SEC Registered Investment Advisory Firm specializing in investment and retirement planning and has been providing professional wealth management advice for over 33 years. All written and verbal content is original material, solely owned and paid for by Springer Financial Advisors.

Deanna Erdman Director of Operations
Chief Compliance Officer

Deanna is the Director of Operations and Chief Compliance Officer. She oversees the office as well as is responsible for all compliance issues. She has 12 years’ experience in financial services. Deanna is California life insurance licensed as well as a California Notary public. She enjoys spending time with her husband, children and grandchildren.

Diana DiRocco Operations Coordinator

Diana is the Operations Coordinator and is responsible for setting up all new accounts and overseeing money transfers and operations processes. She graduated from CSU Monterey Bay with a BS in Business Administration, she has her Series 66, California life insurance license and is a California notary public. She has five years’ experience in the banking and financial services field. In her spare time, she enjoys staying active and doing outside activities with her husband, 2 children and 2 dogs.

Brian Walsh Client Service Representative

Brian is our Client Service Representative. He is happy to assist with any client needs and believes in providing client service that exceeds expectations. He is a graduate of CSU Monterey Bay with a BS in Business Administration. He has eight years of management experience in the hospitability and fitness fields. Outside of work he enjoys jigsaw puzzles, hiking, golf, adult softball, meal prepping.

Lana Pavlus Administrative Assistant

Lana is our Administrative Assistant. She has 2 years’ experience in the financial services field as well as several years in jewelry finance. She is a student at Sacramento state with a major in Communications. She enjoys spending time with her family in her spare time.

Keith Springer is the author of “Surfing the Retirement Tsunami – Your guide to staying afloat and retiring comfortably” and “Facing Goliath: How to Triumph in the Dangerous Market Ahead,” and radio host of “Smart Money with Keith Springer” on NewsRadio 1530 KFBK.

Keith can be seen on CNBC, FOX Business, the Wall Street Journal, Fortune, CNN Money and other news outlets. Keith Springer is also President and Founder of Springer Financial Advisors in Sacramento, CA, an SEC Registered Investment Advisory Firm specializing in investment and retirement planning and has been providing professional wealth management advice for over 33 years.

Keith graduated from Clark University in Worcester Massachusetts with additional studies at Kings College, University of London, England. His career began in 1985 with Merrill Lynch in his hometown of Boston where he completed his financial consultant training in 1987. In 1990, he moved to California to study advanced portfolio management and investment management studies. By 1996, he felt his clients’ interests would be best served by becoming independent, so he formed Springer Financial Advisors where he continues to serve as president today.

Keith is a member of the Society for Financial Awareness (SOFA), delivering free seminars and workshops for companies, civic organizations, and church groups. He is a Registered Financial Planner with the Registered Financial Planners Institute and a master certified member of the prestigious HS Dent Advisors Network. He is also a member of the director’s circle for the Crocker Art Museum, the conductor’s circle for the Sacramento Philharmonic, a member of Rotary International and a Paul Harris Fellow for over 20 years and founder of the Springer Turkey Challenge, helping to feed those most in need in the community since 1998. All written and verbal content is original material, solely owned and paid for by Springer Financial Advisors. Keith can be reached at 916-925-8900 or Keith@KeithSpringer.com.

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