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Harry Keller CFP, ChFC, CLU, MBA named to Forbes 2022 Best-In-State Wealth Advisor List

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Title: Harry Keller CFP, ChFC, CLU, MBA named to Forbes 2022 Best-In-State Wealth Advisor List

Conshohocken, PA April 13, 2022 - Financial Independence Planning is proud to announce Harry Keller CFP, ChFC, CLU, MBA and CEO at FIP has been named to Forbes Best-In-State Wealth Advisors. This is the second consecutive year Harry has received this award, highlighting the excellence Harry and the FIP team consistently deliver to each client. Nominated by their peers, this prestigious list spotlights Financial Advisors around the country who exemplify the best of the industry. “It is an honor to be chosen as one of the best Financial Advisors in Pennsylvania by Forbes, Shook, and by my peers. This award, while presented to me, truly serves as a recognition to the entire FIP team, our seasoned advisors, strong client service as well as administrative team. We would not be able to enjoy the success we have today without them.” says Harry Keller. FIP President Jared Keller continues, “Harry continues to lead our firm by example, he is constantly showing our teams the importance of being genuinely interested in clients and their lives outside of their investments.” Adds Senior Advisor and CMO Carolyn Choh, “Demonstrating leadership also means an ability to discern when to embrace change and Harry’s leadership was important in a time of great flux, exhibiting flexibility to adapt time-tested processes to new ones.”

Starting with almost 35,000 nominations nationwide, this ranking developed by SHOOK Research combined qualitative criteria using an algorithm that weighted factors like revenue trends, assets under management, compliance records, industry experience and encompassed best practices in how they work with clients. This information, culled from telephone, virtual, and in person interviews was combined with quantitative data to build the rankings.

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 2022, 34,925 nominations received, based on thresholds – 19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 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.

 

About Financial Independence Planning

Celebrating its 26th anniversary, Financial Independence Planning, LLCTM (FIP), based in Conshohocken and Lansdale, is a full-service financial services firm serving the greater tri state area. For over 26 years, the firm has executed a proprietary 8-step FIP financial process primarily for clients in ”pre-retirement” and retirement to help optimize their assets. The FIP process helps identify objectives and potential roadblocks early by mapping out an FIP Road Map. Through constant monitoring, quarterly calls and annual reviews, FIP advisors help clients stay on track to not worry about money and enjoy all the things in life that are important to them. 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 2022 and February 2021.

 

©2022 Financial Independence Planning, LLC | Investment adviser representatives offering securities and advisory services through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC) member FINRA/SIPC a Broker/Dealer and Registered Investment Adviser. Any opinions/views expressed within do not necessarily reflect those of Cetera Advisor Networks LLC. In addition, they are not intended to provide specific advice or recommendations for any individuals. Financial Independence Planning is not a subsidiary nor controlled by Cetera Advisor Networks LLC. CA insurance license # 4127777. 610-825-5521 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428. To see our video go to www.myfipadvisor.com. All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. 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. This award is not representative of actual client experiences or outcomes, and is not indicative of any past, present, or future investment performance.