Jim Keenehan, AIF®, CPFA®

Jim Keenehan, is a Senior Consultant at HUB International in Bethesda, Maryland, where he specializes in retirement plan consulting and financial wellness strategies. With a career spanning over two decades, Jim is dedicated to helping organizations design effective retirement programs and empowering employees to achieve financial confidence.

Jim’s journey into the financial services industry was influenced by his early experiences in Lima, Ohio, where he developed a deep appreciation for diverse perspectives and the challenges individuals face in managing their finances. Inspired by his grandfather’s lessons on investing and the importance of saving, Jim pursued a Bachelor’s degree from the University of Notre Dame, laying the foundation for his future in retirement planning.

Throughout his career, Jim has held various roles that have provided him with a comprehensive understanding of the retirement plan landscape. He has worked on the investment side, collaborating with consultants, financial advisors, and plan providers to build effective 401(k) investment menus. Additionally, his experience with retirement plan providers, known as recordkeepers, has given him insight into the back-end systems that support retirement plans.

Jim holds the Accredited Investment Fiduciary® (AIF®) designation and is a Certified Plan Fiduciary Advisor (CPFA). These credentials underscore his commitment to fiduciary excellence and prudent plan governance.

At HUB International, Jim is known for his ability to connect with people and help them feel more at ease about their financial situation. He works closely with financial consultants, advisors, investment managers, third-party administrators, plan sponsors, retirement committees, and employees. His true passion lies in helping employees navigate their financial journeys, providing them with the tools and guidance needed to make informed decisions.

Jim is a strong advocate for financial wellness, believing that it serves as the foundation for successful retirement outcomes. He emphasizes the importance of addressing immediate financial challenges, such as emergency savings, high-interest debt, and budgeting, before focusing on long-term retirement goals. By leveraging innovation, technology, and personalized coaching, Jim helps employees build a solid financial foundation.

Outside of his professional endeavors, Jim resides in Rockville, Maryland, with his wife, Ashley, and their two daughters, Clover and Scout. The family enjoys exploring new restaurants and going on local adventures. In his leisure time, Jim stays active through jogging, hiking, tennis, and boot camp-style workouts. He is an avid fan of the Washington Nationals, the San Francisco 49ers, and, as a proud Notre Dame alumnus, all Fighting Irish sports teams. Go Irish!