Keegan Einspanier, Cfp®
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Keegan Einspanier, Cfp® Email & Phone Number

Client Advisor at Legacy Advisors at Legacy Advisors
Location: Greater Philadelphia, United States, United States 9 work roles 2 schools
1 work email found @legacyadvice.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@legacyadvice.com
LinkedIn Profile matched
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Current company
Legacy Advisors
Role
Client Advisor at Legacy Advisors
Location
Greater Philadelphia, United States, United States
Company size
35 employees

Who is Keegan Einspanier, Cfp®? Overview

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Quick answer

Keegan Einspanier, Cfp® is listed as Client Advisor at Legacy Advisors at Legacy Advisors, a company with 35 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at legacyadvice.com and a matched LinkedIn profile for Keegan Einspanier, Cfp®.

Keegan Einspanier, Cfp® previously worked as Client Advisor at Legacy Advisors and Associate Wealth Advisor at Oakwood Capital Management Llc. Keegan Einspanier, Cfp® holds Bachelor Of Business Administration (Bba), Marketing from Villanova University.

Company email context

Email format at Legacy Advisors

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*@legacyadvice.com
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AeroLeads found 1 current-domain work email signal for Keegan Einspanier, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Keegan Einspanier, Cfp®

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Listed skills include Marketing, Social Networking, Social Media, Advertising, and 27 others.

Current workplace

Keegan Einspanier, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Legacy Advisors
Legacy Advisors
Client Advisor at Legacy Advisors
plymouth meeting, pennsylvania, united states
Website
legacyadvice.com
Employees
35
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Company profile
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9 roles

Keegan Einspanier, Cfp® work experience

A career timeline built from the work history available for this profile.

Client Advisor

Current
Legacy Advisors

Greater Philadelphia Area

Responsible for providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client's behalf.

Jan 2020 - Present

Associate Wealth Advisor

Oakwood Capital Management Llc

Greater Los Angeles Area

Apr 2018 - Jan 2020

Associate Wealth Management Advisor

Northwestern Mutual

Greater Los Angeles Area

Aug 2017 - Feb 2018

Senior Financial Consultant

Td Ameritrade

Beverly Hills, California

Sep 2016 - Aug 2017

Team Financial Advisor

Merrill Lynch

Elkins Park, PA

May 2015 - Aug 2016

Business Development Representative

Dmi Partners

Greater Philadelphia Area

Jul 2014 - May 2015

Ticket Services

Philadelphia Phillies

Greater Philadelphia Area

  • Sell individual game tickets/multiple game ticket packages as well as provide customer service
  • Guide tours of the stadium to groups of up to 40 people
  • Entrusted to assist with any issues regarding premium seating customers during game
  • Help different departments as needed such as baseball operations, season sales, community relations, marketing, etc.
Jan 2013 - Apr 2014

Concessions

Aramark

Greater Philadelphia Area

May 2009 - Sep 2010
Team & coworkers

Colleagues at Legacy Advisors

Other employees you can reach at legacyadvice.com. View company contacts for 35 employees →

JK John Krol John Krol Colleague at Legacy Advisors Plymouth Meeting, Pennsylvania, United States, United States View → SM Steven Mignogna, Mba, Cfp®, Aif® Steven Mignogna, Mba, Cfp®, Aif® Colleague at Legacy Advisors Philadelphia, Pennsylvania, United States, United States View → JK Janine K Janine K Colleague at Legacy Advisors Plymouth Meeting, Pennsylvania, United States, United States View → PB Patricia Bevan Patricia Bevan Colleague at Legacy Advisors Philadelphia, Pennsylvania, United States, United States View → TF Thomas F. Riley Thomas F. Riley Colleague at Legacy Advisors Plymouth Meeting, Pennsylvania, United States, United States View → JM Jean M. Evans Jean M. Evans Colleague at Legacy Advisors Greater Philadelphia, United States View → LH Luke Henry Luke Henry Colleague at Legacy Advisors North Wales, Pennsylvania, United States, United States View → MH Mary Huntowski, Shrm-Cp Mary Huntowski, Shrm-Cp Colleague at Legacy Advisors United States, United States View → DH David Habich, Cfp® David Habich, Cfp® Colleague at Legacy Advisors Greater Philadelphia, United States View → JB Jason Braun Jason Braun Colleague at Legacy Advisors Plymouth Meeting, Pennsylvania, United States, United States View →
2 education records

Keegan Einspanier, Cfp® education

High School

Saint Joseph'S Preparatory School

Activities and Societies: Football

FAQ

Frequently asked questions about Keegan Einspanier, Cfp®

Quick answers generated from the profile data available on this page.

What company does Keegan Einspanier, Cfp® work for?

Keegan Einspanier, Cfp® works for Legacy Advisors.

What is Keegan Einspanier, Cfp®'s role at Legacy Advisors?

Keegan Einspanier, Cfp® is listed as Client Advisor at Legacy Advisors at Legacy Advisors.

What is Keegan Einspanier, Cfp®'s email address?

AeroLeads has found 1 work email signal at @legacyadvice.com for Keegan Einspanier, Cfp® at Legacy Advisors.

Where is Keegan Einspanier, Cfp® based?

Keegan Einspanier, Cfp® is based in Greater Philadelphia, United States, United States while working with Legacy Advisors.

What companies has Keegan Einspanier, Cfp® worked for?

Keegan Einspanier, Cfp® has worked for Legacy Advisors, Oakwood Capital Management Llc, Northwestern Mutual, Td Ameritrade, and Merrill Lynch.

Who are Keegan Einspanier, Cfp®'s colleagues at Legacy Advisors?

Keegan Einspanier, Cfp®'s colleagues at Legacy Advisors include John Krol, Steven Mignogna, Mba, Cfp®, Aif®, Janine K, Patricia Bevan, and Thomas F. Riley.

How can I contact Keegan Einspanier, Cfp®?

You can use AeroLeads to view verified contact signals for Keegan Einspanier, Cfp® at Legacy Advisors, including work email, phone, and LinkedIn data when available.

What schools did Keegan Einspanier, Cfp® attend?

Keegan Einspanier, Cfp® holds Bachelor Of Business Administration (Bba), Marketing from Villanova University.

What skills is Keegan Einspanier, Cfp® known for?

Keegan Einspanier, Cfp® is listed with skills including Marketing, Social Networking, Social Media, Advertising, Sales, Shoulder, Public Relations, and Investments.

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