Brendan Keating
Wealth Advisor
- Role
- Wealth Advisor at Truepoint Wealth Counsel
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Brendan Keating
I provide comprehensive guidance to individuals and families to help them manage, grow, and preserve their wealth. I work with the full team of specialists at Truepoint to offer personalized advice on investment strategies, retirement planning, tax optimization, estate planning, and risk management, often tailoring solutions to align with the client’s long-term goals and values. With a focus on relationship management and data analysis, I am dedicated to ensuring clients receive exceptional service. Outside of the office, I enjoy golf, exploring new restaurants, and spending quality time with family and friends. I\'m an avid supporter of FC Cincinnati, the Reds, Bengals, and the University of Dayton.I previously worked for Deloitte & Touche in Audit and Assurance overseeing the audits of clients in health care, telecommunications, manufacturing, and consumer product industries. I graduated from the University of Dayton with a Bachelor of Science in Accounting and a MBA. I was a Division 1 scholarship athlete on Dayton\'s golf team for four years.
Experience
Wealth Advisor
Jan 2025 — Present · Cincinnati, OH, US
Education
University of Dayton
Master of Business Administration - MBA, Accounting
2018 — 2019
University of Dayton
Bachelor's degree, Accounting
2014 — 2018
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