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James Kehler, RIS's Linkedin Analytics

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James Kehler, RIS

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I am an experienced Financial Advisor working alongside the team at Portfolio Planning INC through my own practice, Kehler Capital. I pride myself on delivering white-glove service to my clientele while providing the highest quality advice and solutions to those that work with myself and my team. After working a few years in the banking system as a financial advisor, I made the deliberate choice to transition my career towards independent financial advising. This shift allows me to provide a more personalized and client-centric approach, free from the constraints often associated with traditional banking services, ultimately enabling me to better serve my clients by offering tailored financial solutions that align perfectly with their unique goals and needs. Please feel free to reach out to me, whether you'd like to network or have a discussion about improving your financial health—myself and my team are here to assist you.

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