“AT OUR FIRM, WE HAVE THE CLIENT—AND ONLY THE CLIENT—IN MIND”
Tony Keena, Founder of Keena Wealth in Winter Park, Florida, started his firm for a deeply personal reason – he repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
“We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community,” Keena said.
Over the years, Keena Wealth has found a team approach to be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. This approach combined with powerful services has far-reaching benefits for clients who benefit from the opinions from several sources with diverse backgrounds, education, and experience.
“No one strategy fits everyone, which is why every client
gets our undivided attention—from planning to execution to follow-up. We take a
proactive approach to helping clients develop a strategy to address their financial
goals and objectives, using the most efficient methods available,” he said.
In his 23 years in Wealth Management, Tony has been called a thought leader, nicknamed Central Florida’s Retirement Income Doctor™, and been charged with having a “mind that runs like a race car.” While his financial savvy runs deep, he has built Keena Wealth on the belief that wealth managers should serve people first, and their money second.
Originally from Wisconsin, Tony heeded the call to serve his country and enlisted in the U.S. Navy after high school. While serving in the U.S. Navy, Tony was stationed at Naval Weapons Station-Earle in New Jersey aboard the U.S.S. Nitro (AE-23).
There he sharpened his stellar work ethic and propensity for innovation as part of a top performing crew that participated in a Med Cruise and “GITMO” in Guantanamo Bay, Cuba. He continues to put these attributes to work every day as he works to improve the lives of others and live out his personal philosophy: Invest in people and they will invest in you.
In addition to building a trusted relationship with clients, he has also built a vetted network of trusted professionals, including lawyers, accountants, and other experts. By joining forces with them the firm is able to: bring clients the latest knowledge and developments in areas that impact their customized wealth management plan; connect clients with trusted professionals; and seamlessly coordinate professional needs to keep on track with financial and life goals.
“The best part is, there’s no charge to clients and no kickbacks for network members. We’re all in it for the same reason: to help people the way they deserve to be helped,” Keena said.
Tony is also a registered representative offering securities and advisory services through Lincoln Financial Securities, Member SIPC which is not affiliated with Keena Wealth, Inc.