Keenan Financial
Brian Keenan, CFP®, is the President and CEO of Keenan Financial, a position held since October 2016. As a member of the Forbes Boston Business Council since March 2018, Brian continuously engages with industry leaders. Prior experience includes serving as a Financial Advisor with Independent Financial Firm from September 2014 to October 2016, where Brian was part of the Advisory Council and received the Metallic Team Award. Previous to that, Brian worked with Voya Financial from May 2013 to September 2014, earning accolades such as the Mercury Award and Top Achiever Award while also serving on the Advisory Council. Brian holds a Bachelor's degree in Finance and Law from Northwestern University and the Questrom School of Business at Boston University, along with foundational education from St. John's Prep.
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Keenan Financial
At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations. We believe in building long-term relationships and are committed to providing services tailored specifically to each individual client. We focus on your personal goals, needs, and aspirations to create a disciplined and customized investment strategy to help you grow your net worth. We stay on top of your financial needs by continuing to review your investment strategy amidst life events, changing priorities, and new ambitions. We simplify your financial situation by providing services that cover all aspects of your individual finances. Together, we will build, grow, and preserve your wealth. Keenan Financial believes that our clients deserve objective and competent guidance to craft, implement, and monitor a financial and life-planning strategy. We provide an independent, unbiased analysis on your current financial situation. We build long lasting client relationships through trust, integrity, and superior service. Our success is measured solely by the success you have in achieving your goals. Keenan, LLC dba Keenan Financial is a registered investment advisor in the State of Massachusetts. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Please refer to our ADV 2A brochure for a description of our services which is available at: https://www.adviserinfo.sec.gov