01
Government-Contractor Wealth Planning
John helps owners and executives of government contracting businesses coordinate company-related financial decisions with their personal investment, retirement, estate, and legacy priorities.
John
P. Keenan
John P. Keenan, CFP®, AIF®, C(k)P® is a Managing Senior Partner in SEIA’s Virginia Office. His practice focuses on investment management and overall wealth strategies for affluent individuals and owners of government contracting businesses. John’s practice is one of the D.C. area’s leading 401k retirement teams, proudly helping participants of all income levels to achieve financial independence.
John has been in the securities and insurance industry since 1996. He currently serves on SEIA’s Investment Committee, which meets monthly to analyze current trends in the fixed income, equity and alternative investments markets.
For many years, John and his team have been involved on behalf of their clients with many local charities including: Fisher House, Washington Jesuit Academy, DC Central Kitchen, Northern Virginia Conservator Trust and Toys for Tots.
John grew up in Potomac, Maryland and lives in Kensington with his wife, two sons, and two dogs. John received two degrees from the University of Maryland, College Park from the college of Arts and Sciences. He is a proud supporter of his high school alma mater, Georgetown Prep.
Credentials
- CFP® — Certified Financial Planner™:
- AIF® — Accredited Investment Fiduciary®
- C(k)P® — Chartered (k)Pension Professional®
Contact
Locations
Credentials
- CFP® — Certified Financial Planner™:
- AIF® — Accredited Investment Fiduciary®
- C(k)P® — Chartered (k)Pension Professional®
Contact
Locations
John’s Specialties
02
Business Succession & Exit Planning
He works with business owners to prepare for mergers, acquisitions, divestitures, and other transitions, with attention to liquidity, enterprise value, owner equity, and long-term family goals.
03
Executive Compensation & Benefits Planning
John helps clients consider deferred compensation, executive benefits, and employee-benefit structures that can support key-talent retention and broader business objectives.
04
401(k) Plan Design & Fiduciary Oversight
He works with employers on retirement-plan design, fiduciary responsibilities, investment selection and monitoring, and plan-governance considerations.
05
Retirement Readiness & Participant Education
John and his team help plan sponsors provide employees and executives with retirement-readiness analysis, education, and guidance that support informed long-term decisions.
06
Investment Management & Comprehensive Wealth Strategies
As a member of SEIA’s Investment Committee, John brings investment-governance insight to the portfolio, retirement, estate, tax-aware, and risk-management considerations affecting clients and organizations.
