John O'Keeffe Email & Phone Number

At O'Keeffe Financial Partners, we identify opportunities to help businesses and individuals achieve their financial goals and build strategies focused on both current and future needs. Rather than trying to fit the client into the plan, we're here to provide clients with personalized financial planning based on personal goals, time frame and tolerance for risk. We strive to provide clients with just the right combination of financial services, support and guidance that makes the most individual sense. I am a disciplined and detail-oriented wealth advisor with a focus on capital preservation, succession planning, and generational wealth transfer. Prior to joining O’Keeffe Financial Partners, I conducted financial planning at Merrill Lynch at the Private Banking and Investment Group (PBIG) in support of Ultra-High Net Worth families. I graduated from Penn State University in 2010 and then served 4 years in the United States Marine Corps as an Infantry Platoon Commander with Lima Company, 3rd Battalion, 2nd Marine Division in Camp Lejeune—the same division that my Grandfather served over half a century earlier in World War II.

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  Penn State University

  Bachelor'S Degree