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Zane Keller, CFP®

Zane Keller, CFP®

Director of Strategic Initiatives

Mr. Keller is responsible for strategic planning and management across the operational, investment, and client facing teams across First Foundation Advisors. He also spearheads cross-collaboration initiatives between First Foundation Bank and First Foundation Advisors. 

Mr. Keller previously served as a Senior Business Analyst and lead the effort in integration of a new technology stack, implementing a new financial management system, a new CRM, and a new proposal tool along with building out the integrations across the platforms. 

Mr. Keller previously worked at IBM in a consulting role supporting a global supply chain operation sending HIV and Malaria commodities to Africa and Southeast Asia. He graduated from Seton Hall University with his B.S. in Finance, Marketing, and Information Technology with a minor in Legal Studies. 

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY