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Rick Keller, Cfp Email & Phone Number
Chairman and Chief Economist
at
Ducere Wealth
1 work email found
@kellerinvest.com
3 phones found area 949
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Chairman and Chief Economist
Location
Irvine, California, United States
Who is Rick Keller, Cfp? Overview
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Quick answer
Rick Keller, Cfp is listed as Chairman and Chief Economist at Ducere Wealth, based in Irvine, California, United States. AeroLeads shows a work email signal at kellerinvest.com, phone signal with area code 949, and a matched LinkedIn profile for Rick Keller, Cfp.
Rick Keller, Cfp previously worked as Chairman at First Foundation, Inc. and CEO at The Keller Group Investment Management Inc.. Rick Keller, Cfp holds Financial Planning Program, Finance And Financial Management Services from University Of Southern California.
Company email context
Email format at Ducere Wealth
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*@kellerinvest.com
68% confidence
AeroLeads found 1 current-domain work email signal for Rick Keller, Cfp. Compare company email patterns before reaching out.
Profile bio
About Rick Keller, Cfp
Providing Investment Management, Financial Planning, Private Banking, and Trust Service for High Net Worth Families and Businesses.Specialties: Specializing in servicing High Net Worth Families and Business Owners
Listed skills include Wealth Management, Investments, Financial Planning, Finance, and 40 others.
Current workplace
Rick Keller, Cfp's current company
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3 roles
Rick Keller, Cfp work experience
A career timeline built from the work history available for this profile.
Chairman
CurrentMr. Keller established FFA's predecessor organization in 1990. During the past 20 years he has provided the vision and investment management leadership to create an integregated financial company offering wealth management, consulting, trust and banking services. As Chairman, he defines and communicates our corporate values throughout the organization and.
Jan 1990 - Present
Ceo
The Keller Group Investment Management Inc.
Jan 1990 - Oct 2007
2 education records
Rick Keller, Cfp education
Financial Planning Program, Finance And Financial Management Services
University Of Southern California
Bs, Finance
San Diego State University
FAQ
Frequently asked questions about Rick Keller, Cfp
Quick answers generated from the profile data available on this page.
What company does Rick Keller, Cfp work for?
Rick Keller, Cfp works for Ducere Wealth.
What is Rick Keller, Cfp's role at Ducere Wealth?
Rick Keller, Cfp is listed as Chairman and Chief Economist at Ducere Wealth.
What is Rick Keller, Cfp's email address?
AeroLeads has found 1 work email signal at @kellerinvest.com for Rick Keller, Cfp at Ducere Wealth.
What is Rick Keller, Cfp's phone number?
AeroLeads has found 3 phone signal(s) with area code 949 for Rick Keller, Cfp at Ducere Wealth.
Where is Rick Keller, Cfp based?
Rick Keller, Cfp is based in Irvine, California, United States while working with Ducere Wealth.
What companies has Rick Keller, Cfp worked for?
Rick Keller, Cfp has worked for Ducere Wealth, First Foundation, Inc., and The Keller Group Investment Management Inc..
How can I contact Rick Keller, Cfp?
You can use AeroLeads to view verified contact signals for Rick Keller, Cfp at Ducere Wealth, including work email, phone, and LinkedIn data when available.
What schools did Rick Keller, Cfp attend?
Rick Keller, Cfp holds Financial Planning Program, Finance And Financial Management Services from University Of Southern California.
What skills is Rick Keller, Cfp known for?
Rick Keller, Cfp is listed with skills including Wealth Management, Investments, Financial Planning, Finance, Financial Services, Portfolio Management, Asset Management, and Investment Management.
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