Peter Keenan, CFP®, MBA
Wealth Advisor @ Beacon Bridge Wealth Partners
About
I believe true wealth comes from aligning your finances with what matters most in your life. My approach is rooted in life-centered planning and total wellness, helping individuals and families make confident decisions across five essential aspects of life: • Finances – building clarity, confidence, and sustainable strategies • Relationships – supporting the people and connections that matter most • Health – planning for longevity, resilience, and peace of mind • Lifestyle – designing a life you actually enjoy living • Purpose – aligning your money with your values and long-term vision Rather than focusing solely on numbers, I help clients understand why their money matters—so their financial plan supports their goals, values, and evolving life priorities. Whether navigating major life transitions, preparing for the future, or seeking greater balance, my role is to be a trusted guide and partner. The material presented by Beacon Bridge Wealth Partners, LLC is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Beacon Bridge, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Beacon Bridge expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
United States
Greater Philadelphia
Financial Services
Financial Planning, Certified Financial Planner, Retirement Income Strategies, Investments, Tax Planning, Estate Planning, Accounting, Finance, Project Management, Leadership, Management, Risk Management
Experience

Controller
Centcom, Ltd.
- Responsible for all financial reporting to American Chemical Society (parent company) - System Administrator for software utilized by Production and Accounting staff - Human Resource responsibilities including payroll and benefit administration - Supervised Accounting staff - Managed credit, collection and business functions - Maintained a high level of interaction with senior management. High level of confidentially required at all times. Served as backup to Chief Financial Officer.

Accountant
New Health Management Systems, Inc.
- Responsible for financial statement preparation and presentation to assigned clients and for preparing Operational and Capital Budgets, Cash Flow Projections, and assisting in preparation of Quarterly Payroll Tax Returns
Peter Keenan, CFP®, MBA's Contact Information
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