Financial, Insurance, Other
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
A third-generation financial advisor and fiduciary, Drew founded Phase 2 Wealth Advisors to help people make thoughtful and educated decisions with their life’s savings. His independent firm provides clients with a complete planning process covering 5 key areas; retirement income planning, tax planning, investment planning, risk management and legacy planning.
In 2016, he co-authored a National Thought Leader Series book titled, You’re In Control: Planning the Most Important Retirement in the World – Yours. Drew contributed the chapter on “Understanding Risk and your True Risk Tolerance”.
He's been featured in U.S. News & World Report, Kiplinger, Yahoo Finance, The Street, The Simple Dollar, and MSN articles on money, investing and personal finance. Recently, he was interviewed on Q13 Fox news in Seattle.
Drew hold the Series 65 Securities License and the Washington State License for Life, Health and Long-Term Care insurance. These licenses allow him select from a broad range of investment options and financial tools to best serve his clients’ needs.
Prior to starting his financial career, Drew served our country as an airborne ranger infantry officer in the US Army during Operations Desert Shield and Desert Storm. This experience taught him the value of detailed and flexible planning during times of rapid and chaotic change.
A resident of Gig Harbor, WA since 2005, Drew and his wife of 26 years are blessed with two wonderful children. In his free time, Drew loves to hike, swim, surf and stand-up paddle. On the weekends, you might spot Drew refereeing youth soccer matches, giving back to the community that has given him so much.
Drew Kellerman is an investment adviser representative of, and advisory services are offered through, Phase 2 Wealth Advisors LLC., a Washington state registered investment adviser. Phase 2 Wealth Advisors LLC is located at 4423 Point Fosdick Drive NW, Suite 100-4, Gig Harbor, WA 98335. Phase 2 Financial LLC is an affiliate of Phase 2 Wealth Advisors LLC.