Keith Keller
Advisor helping professionals in biotech and pharma leverage their company benefits in pursuit of financial independence
- Role
- Co-founder at Km Financial Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Keith Keller
I focus on helping professionals in biotech and pharma understand the value of their…
Experience
Co-founder
Feb 2017 — Present · Bala Cynwyd, PA, US
KM Financial Partners was created with the principle that relationships should be built on a mutual foundation of trust and understanding.Today more than ever, comprehensive financial planning is essential to long term financial success. From managing your cash flow and taxes, to evaluating your insurance coverage and education planning, to planning for a successful retirement and wealth transfer. “Finances” doesn’t mean just one thing and “financial planning” means much more than just investing. With that in mind, we are proactive in the financial planning process and design long-term diversified investment and savings strategies with a focus on smart and cost-efficient ways to manage your money.
Skills
- Entrepreneurship
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Financial Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Annuities
- Wealth
- Investments
- Wealth Management
- Due Diligence
- Employee Benefits
- Personal Finance
- Financial Services
- Executive Management
- Insurance
- Financial Advisory
- Equities
- Long-Term Care
- Portfolio Management
- Investment Advisory
- Strategic Planning
- Budgets
- Finance
- Retirement Planning
- Business Strategy
- Strategic Partnerships
- Investment Management
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