Matt Keenan, CFP®

Partner at Mapstone Veritas Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Rochester, New York, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Jan 2012 - Present

      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. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Aug 2006 - Dec 2011

    • United States
    • Legal Services
    • 1 - 100 Employee
    • Legal Intern
      • Nov 2004 - Aug 2006

    • United States
    • Food and Beverage Services
    • 100 - 200 Employee
    • VP Purchasing
      • Aug 2003 - Nov 2004

Education

  • University of Dayton
    B.S., Finance, Economics
    2002 - 2006
  • Harvard University
    Advanced learning curriculum focused on asset allocation and wealth management strategies
    2012 - 2012
  • The American College
    Certified Financial Planner
    2007 - 2011

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