Arcadia Berjonneau Keane is a licensed Personal Wealth Advisor with California Retirement Advisors (CRA), and a Registered Investment Representative through Mutual Securities, Inc., a member FINRA & SIPC Firm. Arcadia collaborates with clients, their family members, and their various financial practitioners (CPA’s, Estate Planning Attorney’s, etc.,) daily to help implement financial planning solutions, while helping clients avoid common costly mistakes. Arcadia follows the CRA holistic planning methodology customized as necessary to each client, but her heart and passion is helping people diagnose special financial opportunities for special needs families and situations. She finds an extreme sense of fulfillment helping protect the financial well-being of special needs children and adults, especially for the time when those who care for them now are no longer able to do so.
Born in France, Arcadia has traveled the World as a Documentary Film Executive as well as a Professional Athlete. She has owned a successful international business and speaks French and Spanish. Having lost both her parents at a young age, and while experiencing both the joy and the challenge of raising a special needs child, Arcadia is driven to help her clients enjoy that same passion for living, but with a focus on the unexpected.
Arcadia graduated from UCLA with a BA in Political Science with an emphasis in International Political Economy. In her spare time, she plays beach volleyball and enjoys an array of sports, arts, movies, food and music with her husband and two sons.
FINRA Series 7 & Series 66
California Insurance License # 0J20573