Aimee Keeney, MBA, CEPA, Wealth Advisor

06/28/2025

Life changes—and your insurance coverage should too. Today is a reminder to review your policies and make sure you're protecting what matters most.

From life and health to home and liability, the right coverage can make all the difference when the unexpected happens.

Need a second look at your insurance strategy? Let’s talk.
📩 Email: [email protected] | 📞 Call: (503) 963-6545

06/24/2025

Life insurance can be more than just protection—it may also play a strategic role in retirement planning. This Forbes article explores the pros and cons of using life insurance as an investment tool.

The following pros and cons should be carefully considered to determine whether life insurance would be a good addition to one’s overall retirement strategy.

06/20/2025

It’s Take Your Dog to Work Day! 🐶 Today we’re celebrating the four-legged companions who remind us to slow down and enjoy the moment—even on the busiest days.

Shoutout to Odie for his calm, loving spirit. He gets to come to work with me some days, and is always here to remind me what matters most!

06/19/2025

Today we honor Juneteenth—the day in 1865 when the last enslaved African Americans in Galveston, Texas finally learned of their freedom, more than two years after the Emancipation Proclamation.

It’s a powerful reminder to reflect on our history, celebrate progress, and recommit to the ongoing pursuit of equality and justice.

The stock market is closed today in observance.

06/15/2025

To the fathers, stepfathers, and father figures who lead with wisdom, strength, and unwavering support—thank you.

Today we honor the role you play in shaping legacies, guiding families, and building a future with purpose.

06/10/2025

It’s never too early to start building a strong financial future.
Help the next generation build healthy money habits by teaching the importance of saving early, setting goals, and investing in education.

A positive relationship with money begins with guidance and action — and I'm here to help every step of the way!

📩 Email: [email protected] | 📞 Call: (503) 963-6545

06/05/2025

Wellness impacts more than just your body! This new article from Fortune Well highlights how vitamin D may play a role in healthy aging by supporting your biological clock.

I believe true wealth includes your physical well-being. Just like a financial plan, proactive health decisions can create long-term benefits.

Read the full article:

A deeper look at how Vitamin D could protect against age-related decline.

06/04/2025

Got an old 401(k) you forgot about?�You’re not alone—millions of accounts are sitting untouched. A new tool can help you track them down and get back what’s yours.

Let’s make sure nothing gets left behind!�
📩 Email: [email protected] | 📞 Call: (503) 963-6545

It's easier than ever to track down lost 401(k) retirement accounts. And here's an incentive: The average balance is $56,000.

05/28/2025

As we round out a busy May — filled with graduations, milestones, and meaningful transitions — I’ve found myself reflecting on the values that carry us through seasons of change.

With Warren Buffett announcing his step back, I revisited one of his most insightful talks: his 2001 address at the Terry Leadership Speaker Series.

Watch it here: https://www.youtube.com/watch?v=iOd2uQFLKt8&t=9540s

Warren reminds us that fundamental investing provides stable growth, and tariffs have been an important part of government negotiations for years.

4 timeless takeaways:
Invest in what you understand.
Get out of debt. Stay out of debt.
Be patient. Avoid the noise.
Integrity, intelligence, and energy matter most.

At Firenze, these values continue to guide how we work — with care, clarity, and long-term perspective. As we look ahead to summer, it’s a good reminder that wisdom and patience stand the test of time.

05/26/2025

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. 🇺🇸

Let’s take time to reflect with gratitude and pride for the heroes who served our country. Wishing everyone a meaningful Memorial Day filled with remembrance and appreciation.

05/20/2025

Health and finances are more connected than you might think.
Planning ahead for medical costs is an important — and often overlooked — part of financial wellness.
Learn how understanding the "price tag" of your health can strengthen your overall financial plan.

Being healthy not only makes you feel good, it may also help you financially.

05/19/2025

Still glowing from a month filled with purpose, connection, and community. ✨

From the Thrive & Bloom Gala for Kathy’s Place, a newer women’s shelter and transition program in Portland, to volunteering with Youth Villages and attending the Omega NW Gala and Luncheon, I’ve been surrounded by women and organizations doing truly incredible work.

Last Thursday’s Gala to benefit Kathy’s Place was filled with moving stories of strength and determination. I had the joy of spending the evening with powerhouse women from — your strength, stories, and light continue to inspire me.

I also had the chance to support Youth Villages, a non profit built to guide and bring resources to foster children – their mission is truly life-changing. These transition shelters are all driving exposure and relief to an ongoing dilemma in our community. Thank you to Divine Threads, OmegaNW, and Kathy’s Place; all are dedicated to empowering and uplifting women through dignity, healing, and community.

A last non profit to mention is Medical Teams International. Thank you to for introducing me to this amazing, international non profit, bringing medical attention to refugees at the borders in other countries and our local community with medical vans that serve.

Want to give back? You can support these incredible causes here:

Divine Threads – https://divinethreads.org/donate/
OmegaNW - https://omeganw.org/contribute/
Kathy’s Place – https://kathysplace.org/donate-now/
Youth Villages – https://youthvillages.org/oregon

Let’s keep showing up for one another. When we get outside ourselves, we step into real impact.