Peter Keller

Peter Keller

Designations & Licenses

Certified Financial Planner™
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.
Accredited Investment Fiduciary
The AIF® designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders must successfully pass an exam, sign and adhere to a written code of ethics and complete four hours of continuing education credits each year. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

Peter Keller

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.

 

Meet Peter

Peter's Latest Contributions

Self-Employment Tax Filing

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 channel for more helpful tips and the… Read more

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Estate Planning Basics

Estate Planning Basics: Don’t Make These Major Mistakes

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.  

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Peter

How Much Life Insurance Do I Need?

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: How much life insurance should I have?… Read more

Peter KellerPeter Keller
Peter Keller, CFP®

What are the Benefits of Filing Taxes Early?

Are there really benefits to filing your taxes early? Peter Keller, CFP® explains that you will get your refund earlier, and if you file electronically, you will receive your refund even sooner. It could also help you qualify more for a loan, financial aid or purchasing a home. Transcription: “Hi, I’m Peter Keller and I’m a CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors,… Read more

Peter KellerPeter Keller
Peter Keller, CFP

Can I Collect Social Security Benefits on my Ex-Spouse’s Record?

Peter Keller answers your question of the week about collecting Social Security benefits on an ex-spouse’s record.  What are the requirements and how do you collect the benefits? Transcription: Hi, my name is Peter Keller, I’m a Certified Financial Planner™ with Pure Financial Advisors; welcome to Question of the Week. This week’s question is: now that I’m divorced, am I able to… Read more

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peter keller CFP

The 72t Early Distribution From Your IRA

Peter Keller, CFP® for Pure Financial Advisors, shares whether someone can access their retirement funds before age 59 1/2 without the 10% penalty. Transcription “Hi I’m Peter Keller and I’m a Certified Financial Planner™ with Pure Financial Advisors and welcome to your question of the week. The question of the week this week was ‘Do I have access to my retirement funds before… Read more

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