Keane Le Pham: Financial Advisor at Mutual of Omaha

Keane Le Pham: Financial Advisor at Mutual of Omaha I work with individuals and business owners to develop personalized strategies for insurance, retirement, and investment planning.

My goal is to empower clients to make informed decisions that align with their financial goals and secure their future. Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: TX and LA 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investo

r Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

What if your Required Minimum Distribution is more than you actually need to spend? Episode 83 of Make It Personal explo...
08/06/2026

What if your Required Minimum Distribution is more than you actually need to spend?

Episode 83 of Make It Personal explores why RMDs are simply a withdrawal rule—not a spending rule—and how thoughtful planning can help you make more intentional retirement decisions.

Watch here: https://mutualofomaha.co/4wIMPqr

Have you ever noticed how quiet it gets when work ends? Episode 82 of Make It Personal explores why retirement is about ...
07/30/2026

Have you ever noticed how quiet it gets when work ends?

Episode 82 of Make It Personal explores why retirement is about more than managing investments.

Watch here: https://mutualofomaha.co/3TpwHLO

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?Episode 81 of Make...
07/23/2026

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?

Episode 81 of Make It Personal features Mutual of Omaha Advisor John Bronzema, who shares how coordinated planning helped one couple protect their retirement income, prepare for future care needs, and leave a meaningful legacy for their family.

Watch here: https://mutualofomaha.co/3T6ea7b

Now is a great time to educate yourself about life insurance and all its benefits.
07/23/2026

Now is a great time to educate yourself about life insurance and all its benefits.

Life insurance is key for small business owners.
07/22/2026

Life insurance is key for small business owners.

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s ...
07/18/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4ppkORL

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?Not always.This week's episode discusses how...
07/16/2026

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

Watch here: https://mutualofomaha.co/4wMmMOL

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth be...
07/13/2026

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth behind this misunderstood animal.

Watch as Mutual of Omaha’s Wild Kingdom Protecting the Wild Co-Host Peter Gros goes on a shark expedition with conservationists to help track bull sharks. https://mutualofomaha.co/44n4ebL

If life would be more difficult without your income, you should have disability insurance!
07/13/2026

If life would be more difficult without your income, you should have disability insurance!

What if a few key Social Security decisions could add thousands of dollars to your retirement income? This week's episod...
07/09/2026

What if a few key Social Security decisions could add thousands of dollars to your retirement income?

This week's episode discusses often-overlooked claiming strategies, including spousal, survivor, and divorced spouse benefits, along with the factors that can influence the best time to claim.

🎧 Watch here: https://mutualofomaha.co/4f5PXou

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9800 Richmond Avenue Suite 140
Houston, TX
77042

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