Peter Keenan, CFP®, MBA

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.

Country

United States

City

Greater Philadelphia

Industry

Financial Services

Skill

Financial Planning, Certified Financial Planner, Retirement Income Strategies, Investments, Tax Planning, Estate Planning, Accounting, Finance, Project Management, Leadership, Management, Risk Management

Experience

Beacon Bridge Wealth Partners

Wealth Advisor

Beacon Bridge Wealth Partners

LinkedIn
2026-1 - Present · 9 mos

Lower Gwynedd, Pennsylvania, United States

Apex Financial Advisors, Inc.

Senior Vice President & Financial Advisor

Apex Financial Advisors, Inc.

LinkedIn
2025-4 - 2026-1 · 10 mos

Yardley, Pennsylvania, United States

Vanguard

Wealth Advisor

Vanguard

LinkedIn
2023-4 - 2025-4 · 2 yrs 1 mo

Malvern, Pennsylvania, United States

Vanguard

Senior Financial Advisor

Vanguard

LinkedIn
2022-2 - 2023-4 · 1 yr 3 mos
Vanguard

Financial Advisor

Vanguard

LinkedIn
2020-4 - 2022-2 · 1 yr 11 mos
Vanguard

Senior Risk Analyst Lead

Vanguard

LinkedIn
2014 - 2020 · 6 yrs

Responsible for working with annuity, brokerage, and 529 Plan businesses to establish and maintain an effective risk management program.

Vanguard

Project Manager

Vanguard

LinkedIn
2011 - 2014 · 3 yrs

Responsible for leading the business development and elevation of business technology projects.

Vanguard

Fixed Income Trading Supervisor

Vanguard

LinkedIn
2008 - 2011 · 3 yrs

- Led a team of Fixed Income Specialists. - Responsible for overseeing Fixed Income trading for retail brokerage clients.

Vanguard

Institutional Program Accounting Supervisor

Vanguard

LinkedIn
2006 - 2008 · 2 yrs

- Led a team of Accountants and Financial Analysts - Responsible for overseeing accounting of Institutional Company Stock and Stable Value funds, Institutional fund portfolios, and 529 Plan portfolios.

Vanguard

Client Relationship Administrator

Vanguard

LinkedIn
2005 - 2006 · 1 yr

Responsible for managing plan administration for Institutional retirement plan clients.

Centcom, Ltd.

Controller

Centcom, Ltd.

1997-1 - 2004-12 · 8 yrs

- 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.

New Health Management Systems, Inc.

Accountant

New Health Management Systems, Inc.

1991-9 - 1997-1 · 5 yrs 5 mos

- 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

Education

La Salle University

La Salle University

LinkedIn

Finance, General

2000-9 - 2005-5 · 4 yrs 9 mos
Saint Joseph's University

Saint Joseph's University

LinkedIn

Accounting

1987-9 - 1991-5 · 3 yrs 9 mos

Peter Keenan, CFP®, MBA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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