Steven Kellar, CFP®, joined Professional Wealth Advisors in July 2025 as a wealth advisor, with his primary focus on longevity planning and retirement income services. He takes great satisfaction in helping individuals and couples work towards successfully transitioning and maintaining a fulfilling post-career life.
With over 30 years in the financial industry, Steve began his career as an insurance agent with New England Life before establishing his investment management practice in 2009. He earned his CERTIFIED FINANCIAL PLANNER® designation in 1999 and holds FINRA Series 6 and 65 registrations through LPL Financial. In 2014 Steve made the decision to focus his growing practice on retirement income planning. This happily coincided with the development of Income Conductor suite of tools (“simple math, elegantly presented”) by two long-time friends and industry associates. Since then, Steve has never looked back from what has become his passion for seeking income security and the “freedom to spend”.
Steve resides in Albany Park (NW Chicago) with his lovely wife, Debbie. Together, they have five beautiful daughters, and two wonderful granddaughters. Outside of working with his clients, Steve enjoys photography, biking, and road trips. He and Debbie are active members of their local church community. A favorite down-time activity is watching BritBox mysteries.