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Dennis O'Keefe

President, Chief Compliance Officer

Successful Money Strategies Inc

United States, Massachusetts, Fall River

About Me

Dennis knew what he wanted to do with his life from junior year in high school. His desire to become a financial planner led him to a Finance degree from Bentley University. For the last 30 years, he has worked with individuals preparing for retirement. He has taught thousands and held the hands of literally hundreds during the often-difficult process of retiring. Dennis holds his CFP® designation and has been seen in publications such as The Boston Globe, Yahoo Finance and Business Insider. He lives in Taunton with his wife Jennifer. When Dennis isn’t at work, he’s either freshwater fishing or in the kitchen. He loves to cook, roast, bake, grill and

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Profile Information

President, Chief Compliance Officer

Successful Money Strategies Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Fall River

Massachusetts

United States

Aug 6, 2024

Work Experience

Successful Money Strategies Inc

President, Chief Compliance Officer
Feb 1993 - Present
Email: dennis@successfulmoney.com

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