Dan Keenan, Senior
Vice President of Keenan Financial Services (KFS)
Dan Keenan works closely with school
districts and Keenan & Associates benefit
consultants to design and implement retirement programs. His expertise
lies in designing, marketing and implementing retirement plans and pension
programs that fit school districts’ unique needs. He has
been instrumental in executing qualified early retirement plans, qualified
defined benefit plans and specialized individual life insurance programs.
Dan joined Keenan & Associates in 1983, working first in the Personnel
Services Department. He moved to Retirement Planning in 1984 when
the first early retirement plans were implemented and was instrumental
in improving the implementation of early retirement plans by negotiating
with carriers to obtain a guaranteed annuity product as well as improving
the counseling and enrollment process.
Dan graduated from California State University, Long
Beach receiving a degree in Business Administration with an emphasis in
Human Resources. He earned his Life Underwriters Training Counsel
Fellow (LUTCF) in 1993 and in currently working on his Certificate of Employee
Benefits Specialist (CEBS) designation. Dan holds Series 6, 63 and
65 licenses through The Independent Financial Group, LLC who serves as
his Broker Dealer. |
