|
|
|
|
 Rick Keller, CFP, is President and
Managing Director of The Keller Group Investment Management, Inc.
As a Certified Financial Planner, Rick is a recognized leader in the
field of investment management. Rick was recognized by Worth
Magazine (1996,1997,1998) as one of the best financial advisers in
the country.
A graduate of San Diego State University with a degree in finance, he completed the financial planning program at the University of Southern California in 1984 and is a certified financial planner. In 1994, Rick was selected from among 4,300 investment managers to serve on the 17-member Schwab Advisory Board. Mr. Keller is on the Board of Trustees of the Orange County Performing Arts Center and the Foundation Board of the University of California Irvine (UCI). He is a member of the UCI Foundation Finance Committee and UCI's Daniel B. Aldrich Society; Orange County Business Committee for the Art; Hoag Hospital Endowment Council and the Orange County Performing Arts Center Endowment Council. Mr. Keller is member of Orange County Institute of Certified Financial Planners; Orange County Society of Investment Managers; Orange County Sheriff's Advisory Council, and the Orange County March of Dimes Major Gifts and Planned Giving committees. Mr. Keller specializes in investment management for high-net worth individuals and businesses.
|