Mr. Keenan earned his MBA degree from the Marshall School at the University of Southern California. He received his Bachelor of Science degree in Business Management from the University of La Verne.
He is an active CPA and a CFP, certified financial planner. He is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
Joe has served high net worth individuals, family offices and institutions throughout his career. Prior to joining Bucks County Financial Planning Group, Inc., Joe held senior management positions at a large alternative investment management firm, most recently as CFO. He also has 10 years of experience as CFO at a high net worth family office managing their financial affairs with assets that exceeded $1 billion. Joe received his public accounting experience at Arthur Andersen & Co. and is a U.S. Navy veteran.
Mr. Keenan’s practice areas generally focus on affluent individuals which also includes small business owners, executives, and retirees. He also specializes in providing integrated, personalized solutions to individuals and their families to help them develop and implement complex estate, business succession, retirement, and investment plans. He has extensive experience in providing financial and estate planning services to affluent individuals.
Although many clients may have trusted, long-term advisers (attorney, CPA, stock broker, insurance agent, and others), his work supplements and coordinates their services.
Joe was on the investment committee of Chaminade College Preparatory High School and participated in many volunteer activities at the school’s fund raisers and his children’s sports clubs. In addition, he is a member of the St. Bernardine of Siena parish. Previously he was an active participant in the Oxnard Jaycees while serving in the Navy.
After serving in the U.S. Navy and starting his business career, Joe met his wife, Carine, at the YMCA and married after a three-year courtship. Joe and Carine now have 4 young adult children: Jessie, Jackie, Joey and Jenny. Joe and Carine now enjoy empty nesting but also appreciate the few times each year when the whole family gathers around a meal.
Joe is interested in anything related to history whether it be while traveling, reading, or watching television. He also enjoys ice hockey and occasionally participates in an adult league.