Kellen Porter

Kellen Porter is a seasoned financial professional currently serving as a Senior Financial Analyst at GeoWealth since August 2025, where expertise in a turnkey asset management platform supports modern Registered Investment Advisors (RIAs) with integrated technology solutions. Prior experience includes roles as a Senior Financial Analyst and Accounting/Finance Analyst at Freedom Advisors from August 2014 to July 2025, a Gaming Associate at Knighted Ventures from July 2013 to August 2014, and an Accounting Consultant at DBT Bookkeeping between 2012 and 2014, focusing on various accounting tasks such as GAAP verification and professional research. Kellen began the career in general labor at Oasis Pool and Spa Construction from June 2009 to August 2012. Educational qualifications include a Bachelor of Science in Accounting from California State University, Chico, obtained between 2008 and 2013.