Brendan Keating, CPA, CFP®

Financial Planning Sr. Associate

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

Brendan’s Story

In collaboration with Financial Planners and Wealth Advisors, Brendan contributes to delivering the excellent client experience at Truepoint. With a focus on meeting management, data analysis, and client outreach, 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?