Will Kellar, Cfp® Email and Phone Number
Will Kellar, Cfp® work email
- Valid
Will Kellar, Cfp® personal email
- Valid
- Valid
Will Kellar, Cfp® phone numbers
Will is a dedicated CERTIFIED FINANCIAL PLANNER™ professional and partner at Human Investing, a trusted fiduciary advisory firm. His expertise lies in proactive guidance for investors, with a multifaceted approach, specializing in the following areas:• Increasing Cash Flow: By implementing strategic financial planning, he optimizes cash flow to ensure efficient allocation of resources.• Aligning Hard-Earned Dollars with Goals and Timelines: Will takes pride in crafting personalized strategies that align individuals' hard-earned dollars with specific goals and timelines, fostering a roadmap to financial success.• Mitigating Taxes: With a keen understanding of tax implications, he deftly navigates complexities to minimize tax burdens and maximize financial gains.• Protecting Assets and Managing Risks: Will's priority is safeguarding assets and managing risks effectively. He develops comprehensive plans to instill peace of mind for the future.• Efficiently Passing Assets to Heirs: Ensuring a seamless asset transition to heirs is a cornerstone of his approach. Will specializes in creating efficient, cost-effective strategies to pass on wealth and legacy.Beyond his advisory role, Will also serves as a professor of Retirement Planning, sharing his expertise with the next generation of financial professionals and guiding them through the complexities of creating secure financial futures. He is driven by a genuine passion for empowering individuals to make well-informed decisions.
Human Investing
View- Website:
- humaninvesting.com
- Employees:
- 16
-
Partner, Senior Lead AdvisorHuman Investing Jul 2022 - PresentOur team has the unique privilege of faithfully serving the financial pursuits of all people. -
Lead AdvisorHuman Investing Apr 2022 - Oct 2024 -
Financial AdvisorHuman Investing Jan 2016 - Apr 2022 -
Investment AnalystHuman Investing Sep 2015 - Aug 2018As an investment analyst, I dove into a variety of research projects to help deepen our understanding of what we invest in and why we invest in it. -
Adjunct ProfessorGeorge Fox University Aug 2022 - PresentAdjunct Professor - Retirement Planning (FINP 470)College of Business, George Fox UniversityAs an adjunct professor at George Fox University's College of Business, I teach FINC 470, a course dedicated to retirement planning. Our financial planning program is distinguished by:• CFP Board Registration: Accredited by the Certified Financial Planner Board of Standards (CFP Board)• Career Preparation: Focused on equipping students with the essential technical and professional skills for a successful career as a CFP® professional• National Recognition: Ranked No. 23 in the nation for 2019-20 (wealthmanagement.com)I am committed to providing a comprehensive and practical education to future financial planning professionals. -
Student Ministry DirectorRiver West Church Feb 2012 - Sep 2015Lake Oswego, OrI loved, served, and cared for the High School student and their families.
Will Kellar, Cfp® Skills
Will Kellar, Cfp® Education Details
-
Financial Planning And Services
Frequently Asked Questions about Will Kellar, Cfp®
What company does Will Kellar, Cfp® work for?
Will Kellar, Cfp® works for Human Investing
What is Will Kellar, Cfp®'s role at the current company?
Will Kellar, Cfp®'s current role is Partner & Lead Advisor | CERTIFIED FINANCIAL PLANNER™ | Professor.
What is Will Kellar, Cfp®'s email address?
Will Kellar, Cfp®'s email address is wi****@****ing.com
What is Will Kellar, Cfp®'s direct phone number?
Will Kellar, Cfp®'s direct phone number is +150390*****
What schools did Will Kellar, Cfp® attend?
Will Kellar, Cfp® attended College For Financial Planning, University Of Oregon, Universidad Autónoma De Querétaro.
What are some of Will Kellar, Cfp®'s interests?
Will Kellar, Cfp® has interest in Poverty Alleviation, Economic Empowerment.
What skills is Will Kellar, Cfp® known for?
Will Kellar, Cfp® has skills like Public Speaking, Customer Service, Non Profits, Fundraising, Community Outreach, Project Planning, Budgets, Volunteer Management, Event Planning, Social Media, Leadership Development, Teaching.
Who are Will Kellar, Cfp®'s colleagues?
Will Kellar, Cfp®'s colleagues are Amber Jones, Eve Bell, Qka, Katie Brown, Ashli White, Dr. Peter Fisher, Brady Rogers, Drayton Carlberg, Cfp®.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial