Broker Check
Peter J. Keating, CFP®, ChFC

Registered Principal of United Planners Financial Services
Investment Advisor Representative of United Planners Financial Services - a Registered Investment Advisor

Securities Registrations:
FINRA Series 7, FINRA Series 63, FINRA Series 24, FINRA Series 65, FINRA Series 51
Investment Advisor Representative of United Planners' Financial Services of America,
a Registered Investment Advisor

Insurance Licenses:
Life Insurance, Health Insurance, and Variable Insurance in MD,PA,FL,VA,WV,IL,NS,SC.

State General Securities Registrations:

Professional Designations and Certifications:
Certified Financial Planner™ Professional
ChFC (Chartered Financial Consultant)
As a financial planning professional since 1998, Peter Keating has built a successful practice on a foundation of long term client relationships with inter-generational family members, couples, individuals and business owners. The key to this success has been a high level of understanding of each client’s needs, personalized attention and mutual trust generated from frequent and on-going communication.

Peter has been able to apply his educational background, unique engineering experience and problem solving skills to develop comprehensive financial plans for his clients in order to assist in making sound financial decisions. Prior to implementing an investment tactic or strategy, he works with his clients through the evaluation of the various aspects of their financial situation so that the decision made will coincide with their long-term goals and objectives. This is accomplished by working together and evaluating both quantitative and qualitative information related to the particular plan to determine attainable goals and objectives that can be realized with the highest degree of certainty and the least amount of risk. Upon implementation of the plan, investments are then managed according to the required returns determined from the plan. Investment accounts are reviewed on a quarterly basis and the financial plans are updated and monitored on an annual basis.

Originally from Lancaster, PA, Peter has six brothers and one sister. From a young age, he has understood the importance of hard work, education, and high ethical standards. Peter graduated from Drexel University in 1989 with a B.S. in Commerce and Engineering. He attended the College for Financial Planning and earned the Certified Financial Planner™ certification in 2001. In addition, he attended The American College and completed the program for Chartered Financial Consultants and holds the ChFC designation.

Peter and his wife Eileen have 3 children. Eileen also comes from a large family of eight children so they always maintain a busy calendar of family events. Peter and his oldest son Joseph are both Eagle Scouts. One of Peter’s favorite hobbies is competitive long distance running. He is very active in the Howard County running community, where he enjoys coaching Cross Country and Track for the Howard County Jr. Striders Program, as well as competing in various races throughout the year.