Hamilton & Associates

Specialties

For Individuals and Families: Tax planning, college planning, retirement planning, employee and government benefit analysis, estate planning and inheritance planning.

For Businesses: business entity planning, qualified retirement plans, stock option planning, key person /​executive benefits, deferred complensation plans and succession planning.

The Financial Consultants of Hamilton & Associates are registered representatives with and securities offered through LPL Financial. Member FINRA (www​.finra​.org) /​SIPC (www​.sipc​.org). CA Insurance License #707 082. The LPL Financial registered representative associated with this site may only discuss and/​or transact securities business with residents of the following states: AZ, CA, CO, FL, HI, ID, IL, IN, MA, MI, MO, NC, NH, NJ, NM, NY, OR, RI, SD, UT, VA, WA. Advisory services offered through Hamilton & Associates, a Registered Investment Advisor and separate entity from LPL Financial.

Meet the Business Owner

Keith H.

Business Owner

Keith is owner of Hamilton & Associates and is a registered principal with LPL Financial.

Keith has been a Certified Financial Planner since 1991 and is a member of the Financial Planning Association. He has had his Life, Health, and Disability insurance license with the State of California since 1986. He has been a licensed tax preparer with the State of California since 1985 and a member of the California Society of Certified Public Accountants. His practice specialty is investment management and income and estate tax reduction strategies.

Prior to his financial services career, Keith was a computer programmer for Cubic Corporation. He graduated from Oregon State University in 1984 with a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Computer Science. He relocated to San Diego in 1984 and currently is a resident in the community of La Jolla.