 |
|
|
Brant Keller, AIF®, CFP® |
|
|
Brant serves as a Wealth Manager at Creative Planning. Utilizing
a disciplined approach, Brant works with clients to develop a
cohesive strategy to meet the most complex goals and needs. This
comprehensive approach covers wealth management issues in the
areas of tax, estate planning, investment management, business
succession planning, corporate stock option planning, insurance,
retirement and charitable planning.
Brant began his career in the investment industry in 1990. Prior
to joining Creative Planning, Brant was Managing Director of an
Independent RIA in Florida with clients throughout the United
States.
Brant has published two books on Financial Planning and has
articles published in Smart Money, Financial Planning Magazine,
Investopedia and more. Brant has been featured as a Top
Financial Planner in Forbes Magazine, Worth Magazine, and
Gulfshore Life Magazine.
Brant earned the CERTIFIED
FINANCIAL PLANNER ™ designation in 2004
and the Accredited Investment Fiduciary designation in 2009.
Brant is a USCG Captain and donates his free time to supporting
Freedom Waters Foundation, Coastal Conservation Organization,
and of course fishing and boating. |
| |
| |
|
| |
|
|
|
