Rick Keller, CFP®
Chairman Mr. Keller established the First Foundation Advisor’s predecessor organization in 1990. During the past 20 years he has provided the vision and investment management leadership to create an integrated financial company offering wealth management, consulting, trust and banking services. As the Chairman of the Board he defines and communicates our corporate values throughout the organization and communities we serve. His knowledge of the economy guides and is a key part in delivering the investment services at First Foundation Advisors. He is a recognized leader in the field of investment advisors and has been named by Worth Magazine as one of the best financial advisors in the country. As a Trustee of the UCI Foundation and Chair of the Finance & Investment Committee, Mr. Keller was honored to be selected as consultant to the Investment Advisory Committee of The Regents of the University of California. He is also a member of the UCI Daniel G. Aldrich Society and the Planned Giving Forum and served on its steering committee. In addition, Mr. Keller is an executive board member of the UCI Irvine Diabetes Center. Mr. Keller was a founding member of the Center for Investment and Wealth Management (CIWM) at the Paul Merage School of Business at UCI. He serves as Co-Chair of the Center’s Executive Committee and Advisory Board and is a member of CIWM’s Dean’s Advisory Board. Mr. Keller is active on other Boards of Directors including the Orange County Sheriff’s Advisory Board. He is a former member of the Board of Directors of the Charles Schwab and Co. Institutional Advisory Board, the Orange County Business Committee of the Arts and the Orange County Performing Arts Center. At various times Mr. Keller has served on the City of Irvine's Investment Committee, the Board of Directors of the Institute of Certified Financial Planners of Orange County, the Hoag Hospital Endowment Council and the Planned Giving Roundtable of Orange County. Mr. Keller earned a Bachelor of Science degree in finance from San Diego State University. He completed the financial planning program at the University of Southern California. « Back to Our Team | 
