Peter Keenan, CFP®, MBA

Questioner
DISC Type : c

Wealth Advisor at Beacon Bridge Wealth Partners

Greater Philadelphia, United States

Overview

Peter is a certified Wealth Advisor at Beacon Bridge Wealth Partners, holding both CFP® and MBA designations from La Salle University. He specializes in life-centered financial planning, drawing on extensive experience from previous senior roles at Vanguard and Apex Financial Advisors to help clients align wealth with their life goals.

Outside of his professional work, Peter is dedicated to community engagement. He actively supports local causes and organizations, such as the For Petes Sake Cancer Respite Foundation, demonstrating a commitment to aligning his personal values with his firms community-focused initiatives.

He considers his move to Beacon Bridge Wealth Partners to be fully aligned with his personal purpose of helping people.

Personality Overview

Systematic

Cautious & Analytical

Value Seeker

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Life-Centered Planning
This is the core of his professional philosophy, emphasizing the alignment of finances with personal values, relationships, health, and purpose.
Financial Wellness
His approach goes beyond numbers, aiming to build client confidence and sustainable strategies for total well-being across five essential aspects of life.
Community Support
He actively supports and attends events for charitable groups, highlighting his company's involvement with the For Pete's Sake Cancer Respite Foundation.

Media Appearances

Peter has no verified media appearances

Work History

1-2026
Wealth Advisor at Beacon Bridge Wealth Partners
4-2025 - 1-2026
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

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 : 13 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Wealth Advisor at Beacon Bridge Wealth Partners
URL has been copied!

Insights For Selling To Peter

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Peter is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for 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?

  • If they have the information that they need, they can move fast at making their decisions.
  • 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


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.