Peter Keenan, CFP®, MBA
Questioner · DISC type cPeter 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.
Read the full overview →How Peter shows up
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.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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