Christine Keller

About Christine Keller

I help individuals and families feel confident and informed about their financial decisions during life’s transitions.With over 28 years of experience and as a Certified Financial Planner™ since 2005, my primary role is providing fiduciary financial planning and wealth management through Apex Wealth Management.My work focuses on:* Helping clients understand their full financial picture* Retirement planning and long-term security* Investment management with a clear, practical approach* Tax-aware planning in coordination with trusted professionals* Cash-flow and balance-sheet planningI believe good financial planning should feel collaborative, understandable, and grounded in real life—not intimidating or overwhelming.Many of my clients come from personal referrals, and I’m always happy to be a resource for friends, family, or colleagues who may need guidance.If you’re navigating a financial transition or simply want a clearer picture of where you stand, feel free to reach out.In addition to my CFP® role, I am also a licensed Mortgage Loan Originator with AnnieMac Home Mortgage. These roles are distinct and separately licensed. Client & Affiliations* Rotary Club of Milford* Contoocook Valley Board of RealtorsProfessional Licenses & Designations* Certified Financial Planner™ (CFP®)* Chief Compliance Officer, Apex Wealth Management* Series 66, Series 63* NMLS #899847 (NH, MA, ME, VT, CT, SC, FL)* NH Housing FellowRegulatory & Licensing Disclosures:Apex Wealth Management is a registered investment advisor. Apex Wealth Management provides investment advisory and related services for clients nationally and maintains all applicable registrations and licenses as required by state regulations. For additional information, please visit American Neighborhood Mortgage Acceptance Company LLC (dba AnnieMac Home Mortgage; OVM with AnnieMac Home Mortgage; Unify Home Lending). Corporate NMLS #338923 AnnieMac Home Mortgage is an Equal Housing Opportunity. American Neighborhood Mortgage Acceptance Company LLC is not affiliated with the U.S. Department of Veterans Affairs, the U.S. Department of Housing and Urban Development, the U.S. Department of Agriculture, or any other federal government agency. For a complete list of licensed states, visit https://annie-mac.com/pages/licensing Client

Experience

1. Producing Branch Manager

   Supreme Lending

   Aug 2022 — Present · Bedford, NH, US

   Manage and grow mortgage pipeline through building a book of business as well as designing and implementing B2B marketing strategies. Create new business alliances and strengthen relationships with existing business partners and past customers. Develop opportunities through referrals and networking.

Education

• College for Financial Planning

  CRPC certification, Chartered Retirement Planning Counselor

  2004 — 2004

• Merrimack College

  CFP certification, Financial Planning and Services

  2003 — 2005

• University of New Hampshire-Manchester

  Business Administration and Management, General

  1995 — 1997

• Kaplan University

  Business Administration and Management, General

  2009 — 2012

Skills

• Retirement Planning
• Va Loans
• Life Insurance
• Estate Planning
• Finance
• Real Estate
• First Time Home Buyers
• Referrals
• Retirement
• Strategic Financial Planning
• Wealth Management
• Loan Origination
• Investment Advisory
• Mortgage Banking
• Loans
• Financial Advisory
• Investments
• Financial Planning
• Mortgage Lending
• Fha
• Residential Mortgages
• Asset Allocation
• Mutual Funds
• Financial Services