Joseph M. Keleher has over 30 years of experience in meeting the planning needs of closely held businesses, their owners, and other high net worth individuals. For three years, he has taught and moderated Business Insurance and held various tax planning* seminars for industry and client groups, in addition to Society of Financial Service Professionals CE programs. He is a Chartered Financial Consultant and a Chartered Life Underwriter (both professional designations of The American College), a registered representative of Equitable Advisors, and a member of The Philadelphia Estate Planning Council. Mr. Keleher served on the Board of the Philadelphia Chapter of the Society of Financial Service Professionals and is a Past President of that organization. He has co-authored an article entitled, "Using Trusts in Buy-Sell Agreements and Selected Current Developments." Mr. Keleher has also moderated CE courses for various professional organizations.
Accreditations:
B.S. Industrial Management, LaSalle University / FINRA Series 7, 63 & 65 Registered with Equitable Advisors
Professional Memberships:
Life & Qualifying member of Million Dollar Round Table / Philadelphia Estate Planning Council / Philadelphia Chapter of Financial Service Professionals
Awards/Achievements:
MDRT Honor Roll / Equitable Hall of Fame Medal / MDRT Court of the Table / MDRT Top of the Table
* Equitable Advisors is not a tax or legal advisor
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@Equitable-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@Equitable-equitable.com.