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David F. Keefe, III, CLU®, ChFC®
An award winning advisor with over 22 years experience in the Boston metropolitan area, Mr. Keefe holds some of the most coveted certifications and memberships in the industry. He is a licensed Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®). He has held positions on the Agents Advisory Council for New York Life and the Advisory Board for Eagle Strategies LLC.
Mr. Keefe is also an active member of the Boston Estate Planning Council, a member of the National Association of Insurance and Financial Advisors (NAIFA), and an active alumnus of Northeastern University College of Business Administration.
Mr. Keefe speaks regularly before retirement, civic, and corporate audiences, including MCLE, Northeastern University MBA program, the Boston Tax Institute, and the Boston Bar Association. He served as president of the Watertown-Belmont Chamber of Commerce in 2005 and 2006 and a past board member of the National Association of Insurance and Financial Advisors (NAIFA).
David enjoys mentoring, travel, and Brazilian Jiu-Jitsu. He and his family reside in Newton, MA.
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Louis Orsatti
Associate Financial Advisor
Louis Orsatti supports financial planning, client service, and firm operations at 4-Point Financial. A graduate of Bryant University with a degree in Financial Services, he works closely with David to develop personalized financial plans using The Right Path Financial Process™. Louis also oversees key aspects of the firm's internal administration and day-to-day operations, helping ensure a seamless experience for clients. Outside of work, he enjoys hiking and traveling.
Miguel Enriquez
Licensed Service Assistant
Miguel Enriquez is a Licensed Service Assistant at 4 Point Financial, where he supports client service, internal operations, and business development. He holds a Massachusetts Life and Health Insurance License and earned a Master of Science in Financial Analytics and a bachelor's degree in Economics-Finance, with a minor in Data Technologies, from Bentley University.
Miguel's background includes financial analysis, portfolio management, and data-driven decision-making. Outside of work, he is passionate about sports, having played professional soccer in Mexico and collegiate soccer in Texas. He enjoys traveling, following financial markets, and helping clients work toward their financial goals.
Rachele Panza
Bookkeeper
Rachele is responsible for all aspects of the accounting & financial processes at 4-Point Financial. She oversees the financial management and coordination of all fiscal reporting activities for the company.
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