James Keller, CFP®, CRPC®
Certified Financial Planner®
Owner Keller Wealth Management
Keller Wealth Management, LLC provides holistic financial services and wealth management to pre and post retirees, individuals and families, business owners and fortune 1000 business executives coast to coast.
James started Keller Wealth Management, LLC in 2020, from Merrill Lynch and AXA Advisors, LLC where he practiced as a Financial Advisor. He has been in the financial services industry since 2001. James completed the Certificate Program in Financial Planning at SMU and is a CERTIFIED FINANCIAL PLANNERTM (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. James also attained the Chartered Retirement Planning Counselor SM, (CRPC®) designation in 2010, and is a graduate of the University of North Texas in Denton, TX.
James’s professional goal is to provide clients with experienced advice and consultation. He has received many industry related honors, regularly attends industry training and certification programs and has completed the curriculums and passed the rigorous exams for:
- “D” Magazine Top Financial Planner in 2007
- CERTIFIED FINANCIAL PLANNER TM ((CFP®), professional
- Chartered Retirement Planning Counselor SM (CRPC®)
- The Wharton School – Wharton Retirement Planning Program (2007)
- FINRA Securities Registrations: Series 7, 66
- Texas Life and Health Insurance
James is very active in his church, volunteers at The Interfaith Housing Coalition in Dallas, TX, is an active volunteer with the Cystic Fibrosis Foundation of Northeast Texas, and the United Way. James enjoys reading, traveling, being outdoors and spending time with family and friends. He lives in Allen, TX with his wife Jill, and has 4 children, Amanda, Austin, Allison and Anna and 2 energetic grandkids, Everly and Aubrey.