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Shawn Keller

CMFCâ„¢, CRPCâ„¢

picture of a planner

Here to act in your best interests

About me

Since 1992, I’ve been working with my clients as their dedicated financial planner. Together we discuss their lifelong hopes and dreams, then create a livable plan that can help keep them on track to reach every one of their goals. Outside of work, I enjoy spending time boating with my family. I also like trying new restaurants and exploring unique flavors.

Certifications

Chartered Mutual Fund Counselorâ„¢

Chartered Retirement Planning Counselorâ„¢

Education

Bachelor of Science, Communications - Ohio University

Visit one of our Locations

Cincinnati - Florence (Appt Only)

7310 Turfway Road

Suite 550

Florence, KY 41042

Cincinnati I - Cincinnati

100 East Business Way

Summit Woods I Building, Suite 360

Cincinnati, OH 45241

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