Will Kellar

About Will Kellar

I’m a financial advisor and adjunct professor who lives at the intersection of real-life planning and real-time education. I teach the next generation while guiding this one.I’ve walked alongside individuals and families approaching retirement, helping them turn decades of saving into a sustainable, purpose-filled life. At the same time, I teach college students to go beyond spreadsheets and understand people, psychology, and what money is really for.At my core, I believe retirement is about more than just math. It is a major life transition that blends money, identity, family, and purpose. That is why I spend my days coaching clients through complex decisions and my evenings preparing the next generation of planners to do the same with wisdom and empathy.As a partner at a planning firm and professor of retirement planning, I specialize in:• Retirement income and tax strategy• Behavioral finance and client decision-making• Multi-generational wealth and giving• Helping advisors think like teachers, not salespeopleI write, speak, and teach to make complex ideas simple and to help people approach retirement with clarity, confidence, and generosity.If you are looking for collaboration, a speaker on retirement or advisor education, or simply want to connect around financial purpose, I would love to hear from you.If you are exploring a long-term relationship with a financial planning firm that leads with clarity and care, I invite you to reach out and see if we might be the right fit.

Experience

1. Managing Partner, Director of Wealth Advisory

   Human Investing

   Jun 2025 — Present

   At Human Investing, we exist to faithfully serve the financial pursuits of all people. That mission shapes every conversation, every plan, and every decision we make.As a Managing Partner and the Director of Wealth Advisory, I have the privilege of walking alongside individuals and families as they navigate some of life’s most meaningful financial transitions. My role is to listen with care, offer thoughtful and personalized guidance, and ensure their wealth aligns with what matters most. Whether we’re planning for retirement income, navigating tax strategy, building a legacy, or giving generously, I strive to deliver the highest standard of care through genuine human connection.Beyond my work with clients, I’m proud to support our incredible team, helping foster a culture where both clients and colleagues feel seen, supported, and equipped to thrive.This work is more than a profession. It’s a calling to serve with excellence, humility, and compassion. And I’m grateful to be part of a firm that leads with purpose.

Education

• Universidad Autónoma de Querétaro

  Intensive Spanish Language Program

• College for Financial Planning

  Certificate of Financial Planning