Shawn R. Keane, CFP ®, joined Swarthmore Financial Services in 2001 and became Vice President in 2003. In 2006 he earned the highly respected CFP ® -Certified Financial Planner designation.
Shawn holds the FINRA Series 6, 7, and 66 registrations. Shawn specializes in a holistic approach to help people navigate the financial concerns his clients have. He works with a team of highly knowledgeable professionals to help ensure a solid plan within the areas of: retirement, investment, estate, and insurance planning. He also works with closely held and family run business in the areas of business continuation and succession planning.
Shawn has built a highly successful practice preferring to meet clients through referrals and personal introductions. He attributes this success to his personalized process of working with clients helping them to discover their values around money and implement a detailed, written, specific strategy that helps them to make smart choices about money to realize their financial goals. “I think of my job as a financial coach."
His offices are in New Castle, DE and Bala Cynwyd, PA to serve the tri state area. Shawn lives in the Swarthmore, PA with his wife Jennifer and their three children, Brendan, Liam and Catherine. He is an active member of his trade group NAIFA and a member of the New Castle Chamber of Commerce.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies