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Matthew Keller Location
California, United States
Matthew Keller Work
Financial Advisor @ (September 2025 - Present)
Owner and CEO @ MAK Wealth Management, LLC (August 2016 - Present)
Vice President @ (July 2022 - June 2025)
Wealth Advisor @ (July 2013 - June 2025)
Associate Vice President @ (January 2020 - July 2022)
Insurance Adjuster @ AdjustNet Insurance (October 2012 - March 2013)
Financial Advisor Intern @ (March 2012 - June 2012)
Matthew Keller Education
California State University, Northridge
Bachelor of Science (Finance)
2012
Matthew Keller Skills
Wealth Management
Wealth Management Services
Retirement Planning
Commercial Insurance
Matthew Keller Summary
Matthew Keller, based in California, United States, is currently a Owner and CEO at MAK Wealth Management, LLC. Matthew Keller brings experience from previous roles at Signature Estate & Investment Advisors, LLC and SteelPeak Wealth. Matthew Keller holds a Bachelor of Science in Finance @ California State University, Northridge. With a robust skill set that includes Wealth Management, Wealth Management Services, Retirement Planning, Commercial Insurance and more. Matthew Keller has 1 emails and 1 mobile phone numbers on RocketReach.
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