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Comprehensive and Independent Wealth Management and Financial Planning with Brian Keenan CFP®, CEO and President of Keenan Financial
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In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Keenan, CFP®, CEO and President of Keenan Financial, an independent wealth management and financial planning firm serving a select clientele of high net worth individuals, families, and associations. The conversation cuts across key wealth management and financial services touchpoints, including:
- The unique value proposition of providing comprehensive financial services
- The value of personalized service
- The role of empathy in advisory services
- Advice for advisors planning to go independent
- Whether Brian’s investment philosophy is active, passive, or a mix of the two
Brian is the President and CEO of Keenan Financial, a Boston wealth management and financial planning firm. Brian is focused on building long-term relations with his clients by providing financial services customized to the individual client's goals, time horizon, and risk appetite. His company is a financial and insurance concierge, providing comprehensive services across financial planning, wealth management, investments, personal and property insurance, and mortgages.
Brian also works with businesses and business owners to offer corporate finance services ranging from setting up company benefits like 401(k)’s, group benefits, and stock option programs to name a few. He also works with business owners on succession planning programs.
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Guest Details:
Guest Details:
Harbor Capital Details:
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Harbor Capital on Twitter
- Host Bryan Moore on LinkedIn
- Host Bryan Griffin on LinkedIn
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
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