Derek Keller, CFP®, CPFA®, CRPC®, MBA
Derek Keller, CFP®, CPFA®, CRPC®, MBA
FOUNDER | PRIVATE WEALTH MANAGER
Derek has been guiding clients’ financial lives for nearly two decades, taking a methodical approach to investing that relies heavily on thoughtful questioning. His philosophy is not to take more risk than is necessary, and to align investment strategies accordingly. Through his strategic, tax-efficient planning, he helps clients steer clear of financial pitfalls as they work toward their goals.
Earning both his BBA and MBA from Wichita State University, Derek is a Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Planner (CFP®) who holds Series 7 and 66 registrations through LPL Financial, plus life and health insurance licenses.
A dedicated husband and father to three adult children, Derek’s personal life is as rich as his professional one. He enjoys getting out in nature, whether that’s riding his bike, walking his dog, or serving as a Boy Scout leader. He’s also a member of Shriners International and a proud supporter of his alma mater, Wichita State.
CRPC conferred by College for Financial Planning.
