Michael Keeler, Cfp® Email and Phone Number
Michael Keeler, Cfp® work email
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Michael Keeler, Cfp® personal email
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Michael Keeler, Cfp® phone numbers
Michael B. Keeler, a CERTIFIED FINANCIAL PLANNER™ practitioner, is CEO of Peak Financial Solutions—a financial firm focused on wealth protection and financial planning. With a vast knowledge base, exceptional integrity, and years of experience with satisfied investors, he specializes in helping individuals and small businesses pursue their financial goals. As a retirement income specialist, Mike helps people generate income in a manner that helps reduce taxes.Mike received his bachelor's degree at the University of Redlands with a major in economics. He also holds an executive certificate in financial planning from the University of Nevada, Las Vegas. Before joining the financial services industry, Mike was a software engineer and worked with companies including Apple, HP, Dell, Gateway, and Compaq. Mike lives in Las Vegas with his wife and two children.Specialties: 401(k) rollovers, Financial Planning, IRAs, College Savings Plans, Pension PlansSecurities and advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
Cambridge Investment Research, Inc.
View- Website:
- joincambridge.com
- Employees:
- 1257
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Cambridge Investment Research, Inc. -
Certified Financial PlannerOsaic Sep 2023 - PresentScottsdale, Arizona, Us -
Certified Financial PlannerThe Ameriflex Group® Aug 2021 - PresentLas Vegas, Nevada, Us -
PresidentPeak Financial Solutions May 2009 - PresentLas Vegas, Nevada, UsI work with individuals and small companies in retirement planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I have the education and experience necessary to help people pursue their goals. Peak Financial Solutions (formerly GFS & Associates) is an independent financial planning firm. -
Vice PresidentPeak Financial Solutions Jan 2001 - May 2009Las Vegas, Nevada, UsI work with individuals and small companies in retirement planning. As a Certified Financial Planner I have the education and experience necessary to help people achieve their goals. -
Certified Financial PlannerSagepoint Financial Aug 2021 - Sep 2023Phoenix, Az, Us -
Executive ProducerNo Agenda (Adam Curry & John C. Dvorak Jan 2011 - Jan 2023Executive Producer of shows 267, 466 & 470, 1079, 1209,1328, 1376, 1569
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Registered PrincipalCetera Advisor Networks Llc Nov 2017 - Aug 2021
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Registered PrincipalGirard Securities May 2009 - Oct 2017
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Radio HostKlav-Am Feb 2011 - Nov 2012UsHost of the You and Your Money Show, Thursdays 6-7pm -
Division 33, Area C-3 GovernorToastmasters International Jul 2008 - Jun 2009Englewood, Colorado, UsWorked with clubs in my area to grow and achieve their goals. We achieved Presidents Distinguished Area. -
Senior Software EngineerAveo Inc May 1992 - Jan 2001Computer Programmer. Pascal, C, C++. Macintosh and Windows.Designed and implemented applications in telephony and automated support systems. Occasionally operated a backhoe. -
Systems Manager & Senior Support EngineerAlisa Systems, Inc Sep 1988 - May 1992Managed a variety of VAX, Macintosh, and Windows machines. Assisted customers with tech support issues.
Michael Keeler, Cfp® Skills
Michael Keeler, Cfp® Education Details
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University Of Nevada-Las VegasFinancial Planning And Services -
University Of RedlandsComputer Science -
Chatsworth High School
Frequently Asked Questions about Michael Keeler, Cfp®
What company does Michael Keeler, Cfp® work for?
Michael Keeler, Cfp® works for Cambridge Investment Research, Inc.
What is Michael Keeler, Cfp®'s role at the current company?
Michael Keeler, Cfp®'s current role is Certified Financial Planner at Peak Financial Solutions..
What is Michael Keeler, Cfp®'s email address?
Michael Keeler, Cfp®'s email address is mk****@****ail.com
What is Michael Keeler, Cfp®'s direct phone number?
Michael Keeler, Cfp®'s direct phone number is +170287*****
What schools did Michael Keeler, Cfp® attend?
Michael Keeler, Cfp® attended University Of Nevada-Las Vegas, University Of Redlands, Chatsworth High School.
What are some of Michael Keeler, Cfp®'s interests?
Michael Keeler, Cfp® has interest in In His Spare Time.
What skills is Michael Keeler, Cfp® known for?
Michael Keeler, Cfp® has skills like Alternative Investments, Estate Planning, Financial Advisory, Series 63, Mutua, Variable Life, Financial Planners, Public Speaking, Fixed Annuities, Retirement Savings, Insurance, Stock Market.
Who are Michael Keeler, Cfp®'s colleagues?
Michael Keeler, Cfp®'s colleagues are Holliey Brinkmeier, Austin Smith, Cammi Mitchell, Lindsey Derby, Stephanie Wharton, Sasha Buseman, Steve Oliver.
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