Peter Keenan, CFP®
Login to view DISC.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.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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