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MAPSTONE | VERITAS

.

matthew keenan, cfp®
partner

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​mkeenan@mapstoneveritas.com

585.475.8432
585.292.1569 (fax)

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.


EDUCATION |
  • A 2002 graduate of McQuaid Jesuit, H.S. – Rochester, NY.
  • A 2006 graduate of the University of Dayton – Dayton, OH.  Bachelor of Science degrees in Business Economics and Finance.
  • In 2012 he obtained the CFP® (Cerified Financial Planner) professional designation from the American College.
  • In 2012 he completed the advanced learning curriculum on Asset Allocation and Wealth Management hosted at the Faculty Club at Harvard University.
  • He is a CFA Institute Level 2 Candidate.
  • Series 7 & 66  Registrations.


COMMUNITY |
He serves as an executive committee advisor for AXA’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.  

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PLACES TO VISIT
“Big Sur” – California, along the Pacific Highway.  The drive is spectacular.  It also has a special place for me as I proposed to my wife Jamie on a mountaintop overlooking the Pacific Ocean. 
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THINGS TO DO
My wife, Jamie, and I love to hike and take on new adventures.  In 2015 we were able to visit Cinque Terre, in Italy, hiking the hills to each village on the northwestern coastline. 
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QUOTE 
“Success isn’t owned.  It’s leased.  And rent is due every day.” – JJ. Watt
FUN FACT
I enjoy spending time working on my vegetable garden.  I am always looking for new ways to be more efficient in my process, which in 2016 included adding solar and a rain barrel irrigation system to be more eco-friendly.

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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 AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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 AXA Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

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Securities offered through AXA Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC.  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc. Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor, and is not owned or operated by AXA Advisors or AXA Network. MV, AXA Advisors and AXA Network do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your particular circumstances. The information on this website is not investment or securities advice and does not constitute an offer.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name and AXA logo and associated trademarks of AXA SA under license.
​
​Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified.

 PPG 122505 (Exp 2/21)
  • Home
  • What We Do
    • Asset Management
    • Financial & Estate Planning
    • Disclosure
  • Our Firm
    • Partners >
      • Brett Caroselli
      • Koen Goorman
      • Matthew Keenan
      • Jeremy Krog
      • Craig Mapstone
      • Jeffrey Mapstone
      • Phillip Sheehan
      • David Stoller
      • Thomas Tarkowski
    • Financial Consultants >
      • Heather Barniak
      • Michelle DiRenzo
      • Shana Rivera
      • Kevin Shiltz
      • Michael Tornatore
    • Research & Staff >
      • Amanda Doherty
      • Lynn Eason
      • Jessica Eveland
      • Robin Hurlburt
      • Marina Ilievski
      • Renee Katafiaz
      • Eric Phoulavong
      • Valerie Richardson
      • Kelli Tarkowski
    • Since 1970
    • In Our Community
    • Our Logo
  • Resources
  • Contact
  • Client Login