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
Dennis O'Keefe
President, Chief Compliance Officer
Successful Money Strategies Inc
United States, Massachusetts, Fall River
About Me
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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