Dan Keenan, Senior Vice President, works closely with public agencies 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 public agencies’ 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, 7, 63 and 65 licenses through The Independent Financial Group, LLC who serves as his Broker Dealer.