Financial AdvisorKeane Le Pham
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States Insurance Licensed:
TX
Primary Location:
This is where I work and meet with clients.
9800 Richmond Ave
Ste 140
Houston, TX 77042
US

I'm Keane Le Pham, a CERTIFIED FINANCIAL PLANNER® Professional serving Greater Houston and communities across Texas.
Financial decisions are personal. They affect the people you love, the future you envision, and the confidence you feel along the way. That is why I begin every client relationship by listening first.
Since entering the financial services industry in 2013, I have helped individuals, families, retirees, and business owners navigate important financial decisions with greater clarity and purpose. My approach is centered on a simple belief: your financial plan should reflect your life, priorities, and goals.
I earned degrees in accounting and finance from the University of Houston-Downtown and am a CERTIFIED FINANCIAL PLANNER® professional. Combining technical knowledge with real-world experience allows me to help clients understand how the different pieces of their financial lives work together.
I specialize in:

  • Retirement planning and income strategies
  • Social Security and Medicare planning
  • Investment management and wealth accumulation
  • Life insurance and long-term care planning
  • Beneficiary and estate-planning coordination
  • Retirement strategies for small-business owners

Clients can expect collaborative, educational, and judgment-free experience. I take time to explain financial concepts in plain language and work closely with clients and their trusted professionals, including CPAs and attorneys, to help ensure their plans remain aligned.
Based in Houston, I serve clients throughout Texas and also assist Vietnamese-speaking individuals and families who prefer financial discussions in Vietnamese.
Outside of work, I am a husband and father of two who enjoys family time, gardening, landscaping, and traveling.

Do you have a question? I'm here to help.
Contact Keane
Get Your Financial Fitness Score
Financial Fitness Calculator
Book Appointment

Financial AdvisorKeane Le Pham

I'm Keane Le Pham, a CERTIFIED FINANCIAL PLANNER® Professional serving Greater Houston and communities across Texas.
Financial decisions are personal. They affect the people you love, the future you envision, and the confidence you feel along the way. That is why I begin every client relationship by listening first.
Since entering the financial services industry in 2013, I have helped individuals, families, retirees, and business owners navigate important financial decisions with greater clarity and purpose. My approach is centered on a simple belief: your financial plan should reflect your life, priorities, and goals.
I earned degrees in accounting and finance from the University of Houston-Downtown and am a CERTIFIED FINANCIAL PLANNER® professional. Combining technical knowledge with real-world experience allows me to help clients understand how the different pieces of their financial lives work together.
I specialize in:

  • Retirement planning and income strategies
  • Social Security and Medicare planning
  • Investment management and wealth accumulation
  • Life insurance and long-term care planning
  • Beneficiary and estate-planning coordination
  • Retirement strategies for small-business owners

Clients can expect collaborative, educational, and judgment-free experience. I take time to explain financial concepts in plain language and work closely with clients and their trusted professionals, including CPAs and attorneys, to help ensure their plans remain aligned.
Based in Houston, I serve clients throughout Texas and also assist Vietnamese-speaking individuals and families who prefer financial discussions in Vietnamese.
Outside of work, I am a husband and father of two who enjoys family time, gardening, landscaping, and traveling.

Email:KEANE.LEPHAM@MUTUALOFOMAHA.COM
Phone:(713) 530-5439
States Insurance Licensed:
TX
Primary Location:
This is where I work and meet with clients.
9800 Richmond Ave
Ste 140
Houston, TX 77042
US

Keane LePham is here to listen

How we will work together

As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), Keane works hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, you'll go through the following process:
1
Your first conversation will focus on getting to know you, hearing your story, answering your questions and understand how you can fit together.
2
After listening to your financial history and goals, Mr. LePham will begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once you've set out together you'll keep the conversation going and adjust the course as necessary.

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Term vs. Whole Life Insurance: Making the Right Choice

Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.

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Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.

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