Peter Keenan, CFP®

Questioner
DISC Type : c

Senior Vice President & Financial Advisor at Apex Financial Advisors, Inc.

North Wales, Pennsylvania, United States

Overview

Peter is a Senior Vice President and Financial Advisor at Apex Financial Advisors with over 20 years of experience. A Certified Financial Planner® with an MBA from La Salle University, he specializes in creating strategic retirement and investment plans through his approach to "life-centered financial planning. "

Peter is a family-oriented person who values being present with his wife and children. He recently traveled out of state with his wife and daughter to celebrate his wifes birthday by visiting their son, emphasizing that enjoying time together is a key priority for him.

He believes the most important part of financial planning is the personal relationship with each client.

Personality Overview

Not Easily Convinced

Value Seeker

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Purposeful Financial Planning
He focuses on getting to know clients' goals and values to create strategic plans, a core part of his professional philosophy.
Retirement & Investment
This is his stated area of specialization, focusing on helping families achieve financial independence and successful retirements.
Navigating Life Transitions
He writes about helping clients manage both planned and unplanned changes in life, from new jobs to unexpected events.

Media Appearances

Peter has no verified media appearances

Work History

4-2025
Senior Vice President & Financial Advisor at Apex Financial Advisors, Inc.
4-2023 - 4-2025
Wealth Advisor at Vanguard
2-2022 - 4-2023
Senior Financial Advisor at Vanguard
4-2020 - 2-2022
Financial Advisor at Vanguard
Senior Risk Analyst Lead at Vanguard

Education

9-2000 - 5-2005
Master of Business Administration - MBA from La Salle University
9-1987 - 5-1991
Bachelor of Science - BS from Saint Joseph's University

More Information

Social Presence :

Prographics :

Exp : 18 Location : North Wales, Pennsylvania, United States Job Level : Leadership Designation : Senior Vice President & Financial Advisor at Apex Financial Advisors, Inc.
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Insights For Selling To Peter

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Peter is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Peter

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Peter move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Peter take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Peter

Personality Compatibility


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