Ben  Keel, III CFP<sup>&reg;</sup> - Financial Advisor

Ben Keel, III CFP®

MBA, ChFC, CLU

Financial Planner Partner

Financial & Insurance Consulting

800 Avenue C
Katy, TX 77493
FINANCIAL ADVISOR'S WEBSITE
(877) 236-5335
(281) 392-2900
CONNECT WITH Ben
  • linkedin link

General

Ben Keel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial & Insurance Consulting in Katy, TX and the surrounding communities.

Financial Advisor Overview

Financial & Insurance Consultants was established in Katy in 1986 as a way to help individuals and companies wade through the complex Financial World.

We hope you will visit our website
www.financialandinsuranceconsultants.com and it will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created our website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation.  Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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Financial Advisor Experience

Ben, a Certified Financial Planner® in Katy, brings his Eagle Scout Values, Christian Morals and Military Discipline to the workplace where he helps people build their retirement plan and income strategy. Ben incorporates his expertise as a teacher and coach; he wants his clients to understand the process for a successful retirement. Once the preparation is in place, he can then help them implement the plan; the clients have the ability to build the plan and implement the plan all in one location. In addition to retirement planning, the office offers a full suite of financial solutions and financial education classes for companies. Call for more details.

Ben is a full time practicing financial planner and has been for over 20 years now and is an adjunct instructor for Rice University’s Certified Financial Planning® Graduate Certificate Program.  He is the past President for the Houston Financial Planning Association (FPA) and is also a Certified Financial Educator teaching Financial Education Classes through the Non-Profit Heartland Institute of Financial Education. As well as teaching in the public sector he is also teaching financial literacy classes to all Branches of the United States Military as well as Government Employees.  He has worked for American Express Financial Advisors as a Financial Planner in Austin Texas and worked at Fidelity Investments in Denver Colorado as a Senior Financial Planner where he managed over $500 Million in assets and has been in the industry for over 20 years. During and after college Ben served in the US Army.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Financial Educator (CFEd) and Chartered

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Broker-Dealer Disclaimer

Securities and Investment Advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a Registered Investment Advisor. Financial & Insurance Consultants is not affiliated with Royal Alliance Associates Inc. or registered as a Broker-Dealer.

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Life Planning, Retirement

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Helpful Financial Planning Resources