Matt Keenan, Cfp®

Matt Keenan, Cfp® Email and Phone Number

Partner at Mapstone Veritas Financial Group @ Mapstone Veritas Financial Group
Matt Keenan, Cfp®'s Location
Rochester, New York, United States, United States
Matt Keenan, Cfp®'s Contact Details

Matt Keenan, Cfp® personal email

About Matt Keenan, Cfp®

Our goal is to help businesses and families build, protect and distribute wealth tax-efficiently. We do so by putting the client and their goals at the center of the engagement. This allows us to develop, implement and monitor a strategy that is completely customized for our client. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Matt Keenan, Cfp®'s Current Company Details
Mapstone Veritas Financial Group

Mapstone Veritas Financial Group

View
Partner at Mapstone Veritas Financial Group
Matt Keenan, Cfp® Work Experience Details
  • Mapstone Veritas Financial Group
    Partner
    Mapstone Veritas Financial Group Jan 2012 - Present
    Rochester, Ny
    We know there are many qualified professionals to whom you can turn to for financial help. Our Firm is an innovative Financial Services Organization that is comprised of experienced financial professionals with backgrounds in personal and business strategies, investments, insurance and personalized relationship based consulting. Through a team effort we are able to deliver high quality, objective advice on the range of issues faced by individuals, families, business owners and other successful professionals.Our Mission is to establish long-term relationships with clients who expect and value technical competence, objective planning and personalized service. Our goal is to help build, manage and preserve our client’s wealth. We put our client’s interests first, act with integrity and honesty, and strive for excellence.
    View
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Aug 2006 - Dec 2011
    Rochester, New York Area
    View
  • Gottschlich & Portune, Llp
    Legal Intern
    Gottschlich & Portune, Llp Nov 2004 - Aug 2006
    View
  • Flyer Enterprises
    Vp Purchasing
    Flyer Enterprises Aug 2003 - Nov 2004
    Dayton, Ohio Area
    View

Matt Keenan, Cfp® Skills

Retirement Planning Investment Advisory Services Insurance Planning Investment Planning Financial Planning

Matt Keenan, Cfp® Education Details

Frequently Asked Questions about Matt Keenan, Cfp®

What company does Matt Keenan, Cfp® work for?

Matt Keenan, Cfp® works for Mapstone Veritas Financial Group

What is Matt Keenan, Cfp®'s role at the current company?

Matt Keenan, Cfp®'s current role is Partner at Mapstone Veritas Financial Group.

What is Matt Keenan, Cfp®'s email address?

Matt Keenan, Cfp®'s email address is ke****@****ail.com

What schools did Matt Keenan, Cfp® attend?

Matt Keenan, Cfp® attended University Of Dayton, Harvard University, The American College.

What skills is Matt Keenan, Cfp® known for?

Matt Keenan, Cfp® has skills like Retirement Planning, Investment Advisory Services, Insurance Planning, Investment Planning, Financial Planning.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.