Rick Keller, CFP®

Rick Keller is a seasoned leader in the investment management industry with over 30 years of experience building and guiding a financial management firm, playing a pivotal role in its evolution into a full service financial firm offering wealth management, consulting, trust, and banking services.

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As Chairman, Rick provides strategic guidance, defines the firm’s core values, and brings deep insight into economic and market trends. He is widely recognized for his leadership in investment advisory and his commitment to serving clients and communities with integrity.

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Rick has held numerous influential roles, including Chairman and Trustee of UC Irvine Investment and Foundation committee  and consultant to the Regents of the University of California. He is a founding member of the Center for Investment and Wealth Management at UC Irvine’s Paul Merage School of Business and has served on advisory boards across healthcare, education, and the arts.

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He holds a B.S. in Finance from San Diego State University, completed the financial planning program at USC, and is a Certified Financial Planner™. Outside of his professional life, he is a loving husband, father, grandfather, and avid hiker and snake catcher!