Keith Oslie

Keith helps people organize complex financial lives into clear priorities, coordinated strategies, and financial plans they understand and feel confident putting into action.

 

Keith Oslie works alongside individuals, families, retirees, and business owners to simplify financial decisions and build strategies that support their long-term goals. He believes effective financial planning begins with understanding what matters most to each client and then creating a personalized financial strategy that aligns with their values, priorities, and vision for the future.

 

Keith enjoys bringing clarity to clients’ complex financial situations. He understands that retirement planning, investments, taxes, estate planning, insurance, and cash flow are rarely independent decisions. By helping clients understand how each piece fits together, Keith develops coordinated strategies that simplify complexity, support informed decision making, and give clients the confidence to move forward.

 

As an Investment Advisor Representative at Progressive Asset Management, Keith is committed to building lasting client relationships through thoughtful guidance, responsive service, and ongoing communication. He works with clients to create personalized financial strategies, including values-based and sustainable investing approaches, when they align with each client’s goals, beliefs, and long-term vision.

 

In addition to serving clients, Keith helps strengthen the firm’s operations and the overall client experience as Progressive Asset Management continues to grow. He believes clients deserve clear expectations, proactive communication, and an organized planning process that builds confidence and long-lasting relationships.

 

Outside the office, Keith leads an active life as well. He and Jennifer live in Castro Valley with their blended family of four children. They spend much of their free time traveling together to new destinations and supporting the children in their many sports and activities. Keith also supports Jennifer with her successful salon business and pursues entrepreneurial interests together - experiences that have given him firsthand appreciation for the opportunities, challenges, and important financial decisions facing individuals, business owners, and their families.