Jared Keller, CFP®, is dedicated to helping clients worry less and enjoy life more by instilling confidence through a comprehensive, lifelong financial plan. As the President and Senior Financial Advisor of Financial Independence Planning, Jared is committed to fostering trust and building lifelong relationships with his clients through regular checkup reviews throughout the year.
At FIP, Jared and his team excel in a wide range of financial areas, including wealth planning, investment management, estate planning, asset protection, and retirement considerations. He is also devoted to continuously providing clients with cutting-edge technology, sophisticated reporting tools, and insightful analyses to enhance their financial journey.
Jared graduated from the University of Maryland in 2010 with a degree in Criminal Justice and Criminology. He holds Series 7 and Series 66 securities registrations, a CFP® certification, and a PA Life & Health Insurance License. In his free time, Jared enjoys spending quality time with his family and friends, traveling, and trying out new restaurants.
Connect with Jared on LinkedIn
Interview questions:
Introduction & Background
-
Can you tell us about Financial Independence Planning and what differentiates your approach from other financial advisory firms?
-
Can you share some key milestones in your career that shaped your approach to financial planning?
The Importance of Financial Planning
-
Many people delay financial planning, often thinking they’ll start ‘later.’ What would you say to someone who hasn’t started yet?
-
In today’s economy, with rising costs and evolving investment options, how has financial planning changed compared to a decade ago?
-
There’s a lot of information online about investing and personal finance. Why should someone still work with a professional advisor rather than rely on self-directed resources?
The 8-Step Financial Independence Planning Process®
-
Your firm follows a proprietary 8-step process. Can you walk us through these steps and explain how they contribute to a client’s long-term financial success?
-
How do you customize the process to fit different financial situations, such as young professionals, business owners, or retirees?
-
A key concern for many is market volatility. How does your process help clients stay confident and committed to their financial plans during uncertain times?
-
Your firm emphasizes minimizing taxes and protecting principal. Can you share some strategies you commonly use to help clients achieve this?
Looking Ahead
-
What trends do you see shaping the future of financial planning?
-
How does Financial Independence Planning stay ahead in the industry? Are there any innovations or new services you’re working on?
-
Finally, for someone interested in starting their financial journey with your firm, what’s the first step they should take?
At Financial Independence Planning (FIP), our goal is to help clients worry less and enjoy life more by providing them with a clear and personalized financial plan for their future. Through strategic collaboration, we strive to build strong, trusted relationships with our clients and their families, empowering them to lead more fulfilling lives.
Our team of experienced advisors and dedicated professionals supports clients in key areas, including investment management, income and asset protection, tax strategies, estate planning, business succession planning, elder care planning, special needs planning, charitable giving, and more. We are committed to delivering regular check-ins and comprehensive guidance to ensure every financial aspect is aligned with their goals.
Since 1995, FIP has proudly grown in assets while serving hundreds of families. We remain a premier financial planning firm in the tri-state area, distinguished by our unwavering dedication to delivering an exceptional client experience!
The firm’s online client collaboration tools enable clients 24/7 secure access and a 360 view through myFIP to their portfolio. The firm also provides educational seminars, a schedule of these events is on www.myfipadvisor.com. Harry Keller, the firm’s CEO and founder was named to the Forbes Best-In-State Wealth Advisors list in April 2024, April 2023, April 2022 as well as February 2021.
Recent News: https://www.myfipadvisor.com/firm-news
“Forbes: Best-in-State Wealth Advisors:
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2023, 39,007 nominations received, based on thresholds – 22,243 invited to complete online survey – 17,546 telephone interviews – 3,557 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.”
Edwin Warfield, CEO of citybizlist, conducts CEO Interviews.
If you’re interested in a citybiz CEO Interview, please contact
Edwin Warfield – edwin.warfield@citybizlist.com
