Jared Keller

CFP®
President & Senior Financial Advisor

Meet Jared

Jared Keller is a President & Senior Financial Advisor based in Conshohocken, Pennsylvania.

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.

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.

FIP | Financial Independence Planning, LLC

1495 Alan Wood Road Suite 100
Conshohocken, PA 19428
(610) 825-5521