Rick Keller, Cfp

Rick Keller, Cfp Email and Phone Number

Chairman and Chief Economist @ Ducere Wealth
Irvine, CA, US
Rick Keller, Cfp's Location
Irvine, California, United States, United States
Rick Keller, Cfp's Contact Details

Rick Keller, Cfp work email

Rick Keller, Cfp personal email

n/a
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

Rick Keller, Cfp's Current Company Details
Ducere Wealth

Ducere Wealth

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Chairman and Chief Economist
Irvine, CA, US
Rick Keller, Cfp Work Experience Details
  • Ducere Wealth
    Chairman And Chief Economist
    Ducere Wealth
    Irvine, Ca, Us
    View
  • First Foundation, Inc.
    Chairman
    First Foundation, Inc. Jan 1990 - Present
    Irvine, Ca, Us
    Mr. 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 communities we serve. His knowledge of the economy guides and is a key part in delivering the investment services at First Foundation Advisors. He is a recognized leader in the field of investment advisors and has been named by Worth Magazine as one of the best financial advisors in the country.
    View
  • The Keller Group Investment Management Inc.
    Ceo
    The Keller Group Investment Management Inc. Jan 1990 - Oct 2007

Rick Keller, Cfp Skills

Wealth Management Investments Financial Planning Finance Financial Services Portfolio Management Asset Management Investment Management Strategic Financial Planning High Net Worth Individuals Financial Advisory Leadership Banking Investment Advisory Alternative Investments Financial Analysis Private Equity Financial Modeling Asset Allocation Mergers And Acquisitions Investment Strategies Bonds Commercial Banking Series 7 Wealth Hedge Funds Valuation Small Business Private Banking Equities Financial Planners Retirement Planning Fixed Income Mutual Funds Securities Estate Planning Wealth Management Services Loans Asset Managment Cash Management 401k Mortgage Lending Series 63 Commercial Lending

Rick Keller, Cfp Education Details

  • University Of Southern California
    University Of Southern California
    Finance And Financial Management Services
  • San Diego State University
    San Diego State University
    Finance

Frequently Asked Questions about Rick Keller, Cfp

What company does Rick Keller, Cfp work for?

Rick Keller, Cfp works for Ducere Wealth

What is Rick Keller, Cfp's role at the current company?

Rick Keller, Cfp's current role is Chairman and Chief Economist.

What is Rick Keller, Cfp's email address?

Rick Keller, Cfp's email address is rk****@****est.com

What is Rick Keller, Cfp's direct phone number?

Rick Keller, Cfp's direct phone number is +194947*****

What schools did Rick Keller, Cfp attend?

Rick Keller, Cfp attended University Of Southern California, San Diego State University.

What are some of Rick Keller, Cfp's interests?

Rick Keller, Cfp has interest in Family, Running, Atv's.

What skills is Rick Keller, Cfp known for?

Rick Keller, Cfp has skills like Wealth Management, Investments, Financial Planning, Finance, Financial Services, Portfolio Management, Asset Management, Investment Management, Strategic Financial Planning, High Net Worth Individuals, Financial Advisory, Leadership.

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