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 Latests Contribution
Being self-employed has a lot of appeal, giving you the flexibility of your own calendar. However, for the self-employed business owners, there are some additional taxes you need to be aware of. It’s a Self Employment Tax and it consists of two parts Social Security Tax and Medicare Tax. Make sure to subscribe to our […]
Estate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estate plan. Peter Keller, CFP® explains several careful consideration you should take into account regarding whether or not to have outright distributions in your estate plan.
Peter Keller, CFP® explains how to figure out how much life insurance you need according to your situation and what risks you would like to mitigate. Transcription: “Hi, my name is Peter Keller and I am a CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and welcome to Question of the Week. This week’s question is: […]