John Keohane, a seasoned veteran in the financial industry for over 20 years, is firmly committed to establishing long-term client relationships, attributing his success to the trust and confidence his clients place in him. John possesses the innate ability to understand his clients’ needs and goals,assemble the ideal team members and formulate a precise tailored strategy for each individual client. Teaming up with Fortis Lux Financial in 2018 has enhanced his capacity to service clients with access to Financial Planning,Estate Planning and Strategic Business Planning services. With John’s expertise, he has been helping high net-worth individuals with unique financial strategies for Estate Planning.
Many high net-worth clients of John’s are referrals from their own CPAs, estate and personal attorneys, wealth managers or other trusted family professionals. Working together with John and his team, he helps ensure that his clients’ questions are answered and that they receive quality service. Throughout the entire process, John makes sure to work in conjunction with the family, the family’s other advisors andall trusted parties.
John earned an international business degree from George Washington University. He currently resides in Boca Raton after 22 years in New York City with his wife Donatella and two kids Daniel and Juliana. In addition to his Florida office,he continues to maintain a supplemental office in NYC.
CA Insurance License No: 0E64851