About

About Curran and Keegan Financial

Independent Financial Planning, Backed by Industry Leaders

As independent financial advisors, we are beholden to our clients and their best interests. Their short- and long-term financial objectives, personal investment style, and risk tolerance are the only criteria that influence our financial planning and recommendations. We are able to choose from a wide variety of investment structures to suit our clients’ individual needs and goals.

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Offering Diversity, Complexity

We bring diverse backgrounds and expertise to the table. Karen Curran is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® with a focus on long-range financial planning and charitable giving; Molly Keegan is a Certified Public Accountant with a long history in banking and finance. Our individual skills blend perfectly in a unique process and approach. This begins with crafting a personalized financial plan for each client that guides the management of investments and becomes the cornerstone for retirement planning. Our combined expertise in philanthropy; financial, tax and retirement planning; and investment management offers clients the best service possible.

Our clients are valued partners in our work. We build dynamic and trusting relationships that allow us to form a deep understanding of clients’ financial goals.

To begin, visit our FAQs and contact us for a private conversation.