Certified Financial Planner™
Accredited Investment Fiduciary
Peter Keller is a Financial Planner with over 22 years of experience in estate, investment and tax planning strategies. Peter is committed to providing clients with unbiased, comprehensive and holistic solutions to their financial planning needs.
Prior to joining Pure Financial Advisors, Peter worked for a large Broker-Dealer in the Financial Planning Group where he helped advisors with complex estate and tax strategies. Before that he worked for 14 years as an independent financial advisor.
In addition to a private practice, Peter has taught financial planning and investments at adult education classes at local community colleges. Peter has a Bachelor’s Degree in Business (BA), Accounting and Finance from Olivet College. Peter’s accounting background makes him an excellent resource for questions regarding taxation. Peter brings to the team over 4 years of public accounting experience where he primarily specialized in Personal and Estate & Trust – Tax Preparation. Peter previously held FINRA securities licenses 7, 24, 63, and 65, as well as California Notary, CA CTEC Tax Preparer, CA Real Estate License.
Peter was born and raised in Michigan and has resided in San Diego since 1996. He is a member of the Financial Planning Association (FPA). During his free time, Peter enjoys spending time with his wife and three daughters.
Peter's Latest Contributions
What is your required beginning date for required minimum distributions? In 2020, with the passage of the SECURE Act, required minimum distributions or RMDs from your retirement accounts must begin in the year you turn age 72 or by April 1 of the following year. This is your required beginning date or RBD. In this […]
What does it mean to have a step-up in cost basis on an appreciated asset? (An appreciated asset could be a stock, bond, mutual fund, etc. that has gone up in value) For estate planning purposes, how is the gain on the asset taxed for the beneficiary? Pete Keller, CFP® of Pure Financial Advisors walks […]
Newly updated for 2019: In this webinar, Peter Keller, CFP® walks through accessing and using the Financial Plan and Vault and Investment Performance features available to Pure Financial clients through PureFinancial.com.