Keith Conley, CFP®, CKA®

Why is Keith a CERTIFIED FINANCIAL PLANNER®?

In everything Keith does, he challenges the status quo of conventional wisdom on how money works. He believes that conventional wisdom results in millions of Americans unnecessarily losing an enormous amount of money by paying too much in taxes and with uncontrolled spending. 

Keith has counseled thousands of people how to be more efficient with their money. Working in the student loan industry for nearly a decade, Keith developed a passion for understanding how to help people confidently build wealth to last for generations. His experience has grown to include a strong committed to assisting clergy and business owners with their unique financial planning needs. Committed to always doing the right thing, Keith is proud to assist so many people in reaching their financial goals. 

Professional Accomplishments

  • Bachelor of Arts in Bible/Theology (Moody Bible Institute. Chicago, IL 2003)
  • Masters of Divinity (Westminster Seminary in California. Escondido, CA 2007)
  • Nearly a decade of experience in managing student loan for a federal student loans servicer and as an independent consultant.
  • Completed the education requirement for the CERTIFIED FINANCIAL PLANNER® and CERTIFIED KINGDOM ADVISOR® designations (Indiana Wesleyan University. Marion, IN 2017)
  • Achieved the CERTIFIED FINANCIAL PLANNER DESIGNATION® (May 2018)
  • Achieved the CERTIFIED KINGDOM ADVISOR DESIGNATION® (October 2018)
  • Awarded VIP of the month by Ohio National Financial Service in recognition of outstanding service (September 2018)

The most important trait of a CERTIFIED FINANCIAL PLANNER® is the ability to actively listen to clients. Keith believes that clients should always be heard and understood before making recommendations. This requires that the advisor develop a genuine connection with each client.

Keith is an independent advisor. Being independent means that he is accountable to his clients and not to a particular company. He is thankful that today’s technology today makes it possible for him to work with clients across the country.

About Keith Conley

Keith has been married to his wife, Kristen, for 13 years and has 3 beautiful daughters. He spends his family time cheering for his daughters at their soccer games and attending their choir concerts. He frequently takes his daughters on hikes in the mountains and beaches of Southern California. His family are members of Christ Church Presbyterian in Irvine, CA.

Keith and his wife enjoy traveling to new places. In the future, Keith hopes to convince Kristen to metal detect for California gold and other historic relics with a Garrett Metal Detector.

Keith with wife Kristen