Brendan Keating, CPA, CFP®

Wealth Advisor

I love that Truepoint has a culture that’s team-focused and highlights each individual’s talents.

Brendan’s Story

In his role as a wealth advisor, Brendan provides comprehensive guidance to individuals and families to help them manage, grow, and preserve their wealth. He works 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, Brendan is dedicated to ensuring clients receive exceptional service.  

Beyond the professional realm, Brendan enjoys golf, exploring new restaurants, and spending quality time with family and friends. He is an avid supporter of FC Cincinnati, the Reds, Bengals, and the University of Dayton. 


Specialties: accounting, financial planning & analysis

Education

University of Dayton, BS, Accounting
University of Dayton, MBA, Accounting

Designations

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™

Interested in working with
our team?