Our Qualifications

Brendan J. O'Keefe, CFP®, CPA, MBA
Owner
 
Brendan's expertise spans over a twenty-year period.  He specializes in creating and implementing proactive plans designed to build, manage and preserve his clients' wealth in direct alignment with their unique sets of financial, retirement and legacy goals.  Brendan graduated from Boston College in 1992 with a bachelor of science degree and a double major in Finance and Management Information Systems.  He later went on to earn his MBA/Masters in Accounting degree from Northeastern University in 1994.  From there, his breadth of experience includes earning his CPA (Certified Public Accountant) license while working for the Big 4 Firm KPMG Peat Marwick, LLP and earning his CERTIFIED FINANCIAL PLANNER^TM certification.  He has also obtained his health, life and variable insurance producer's license for the Commonwealth of Massachusetts. Brendan is a member of the Massachusetts Society of Certified Public Accountants, Inc. and the American Institute of Certified Public Accountants (AICPA).

Brendan's comprehensive knowledge and multifaceted acumen in the area of financial planning has been utilized by such prominent publications as the Wall Street Journal, SmartMoney, Cape Cod Times and Cape Business.  Further detail regarding his contributions to these publications can be found by clicking on the button titled 'In The Media'.

Although Brendan has all of the degrees, credentials, education and experience that really work towards setting him apart from his peers, he feels that his most important attribute is his ability to listen.  Brendan has been known to say that people don't care how much you know until they know just how much you care.  

Brendan resides in Orleans with his wife Melanie and their two sons, Patrick and Ryan.