Will Kellar, Cfp®

Will Kellar, Cfp® Email and Phone Number

Partner & Lead Advisor | CERTIFIED FINANCIAL PLANNER™ | Professor @ Human Investing
lake oswego, oregon, united states
Will Kellar, Cfp®'s Location
Lake Oswego, Oregon, United States, United States
Will Kellar, Cfp®'s Contact Details

Will Kellar, Cfp® work email

Will Kellar, Cfp® personal email

Will Kellar, Cfp® phone numbers

About Will Kellar, Cfp®

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.

Will Kellar, Cfp®'s Current Company Details
Human Investing

Human Investing

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Partner & Lead Advisor | CERTIFIED FINANCIAL PLANNER™ | Professor
lake oswego, oregon, united states
Employees:
16
Will Kellar, Cfp® Work Experience Details
  • Human Investing
    Partner, Senior Lead Advisor
    Human Investing Jul 2022 - Present
    Our team has the unique privilege of faithfully serving the financial pursuits of all people.
  • Human Investing
    Lead Advisor
    Human Investing Apr 2022 - Oct 2024
  • Human Investing
    Financial Advisor
    Human Investing Jan 2016 - Apr 2022
  • Human Investing
    Investment Analyst
    Human Investing Sep 2015 - Aug 2018
    As 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.
  • George Fox University
    Adjunct Professor
    George Fox University Aug 2022 - Present
    Adjunct 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.
  • River West Church
    Student Ministry Director
    River West Church Feb 2012 - Sep 2015
    Lake Oswego, Or
    I loved, served, and cared for the High School student and their families.

Will Kellar, Cfp® Skills

Public Speaking Customer Service Non Profits Fundraising Community Outreach Project Planning Budgets Volunteer Management Event Planning Social Media Leadership Development Teaching Leadership Youth Ministry Sales Community Development Nonprofits Investments Microsoft Office

Will Kellar, Cfp® Education Details

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®.

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