matthew keenan, cfp®
PROFESSIONAL EXPERIENCE |
Partner at Mapstone | Veritas and he currently serves as the Chair of the Investment Committee. Matt started in the investment and financial services industry in 2006. He provides comprehensive wealth management, focuses on investment planning. He holds the Series 7, Series 66, NYS Insurance – Life, Health, Annuity licenses. He is NYS Partnership for Long-Term Care certified.
He serves as an executive committee advisor for Equitable’s National Advisor Forum since 2018, served as an executive committee chair from 2015-17, and also served the NAF as an elected branch representative from 2012-2014. He is a member of the Estate Planning Council of Rochester. His past charitable service includes serving as President for the University of Dayton Rochester alumni chapter, as a board and executive committee member for the National Center for Missing and Exploited Children / NY Young Professionals and also a committee member for NCMEC/NY.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. . Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.