Maxwell Keltner, CFP®

Maxwell Keltner, CFP®

Maxwell Keltner, CFP®
Print Friendly, PDF & Email

Vice President of Financial Planning

 CA Insurance Lic# 0D07666 

Maxwell Keltner brings to Global Wealth Partners Inc.® over 16 years of experience in the financial services industry. Max came to Global Wealth Partners Inc. after spending 9 years at the Wealth Strategies Group. While at the Wealth Strategies Group, Max was the head of the Financial Planning Department, and was responsible for the creation of financial plans and integrating advanced financial planning techniques into software platforms. He often served on advisory panels leading to higher quality planning firm wide. As the Vice President of Financial Planning for Global Wealth Partners Inc.®, Max will continue his responsibility for developing financial plans and will oversee the creation of financial plans for our San Diego office location.

Max was born and raised in San Diego, where he currently resides with his wife, Allison and sons, Mason and Hunter. In his free time, Max enjoys watching his sons grow up, spending time with family and friends, watching football, seeing movies and barbecuing.

Check the background of this investment professional on FINRA’s BrokerCheck.