I’m Keith donnelL, MBA, CFP®

Professor of Personal Finance

My goal is to give you the tools you need to maximize the effectiveness of your financial resources over time so you can build wealth and achieve long-term financial security for yourself, your family, and possibly even future generations.

Control Your Cash Webinar

Budgeting 101

Financial Life Empowerment

The amount of money you make is not nearly as important as the decisions you make regarding your money on a daily basis. We have all heard of people who have gone bankrupt despite having earned millions of dollars.

If I could teach you one skill only and then not see you again for twenty years and I know you would be fine, what would it be? Would I teach you how to trade stock options? No. Would I teach you how to pick a good mutual fund? No again. I would teach you how to establish and execute a strategic budget.

In just 60 minutes: I can show you how to break through the financial barriers that are holding you back. Wealth isn’t just for rich people - it’s for everyone! At any salary level, learn to be a wealth engine for yourself and your family.

Stop building debt and start building wealth!

– Keith Donnell

About Me

Keith is a frequent speaker and educator on matters of personal finance. He has a uniquely effective speaking style that resonates with audiences of all ages and levels of financial sophistication. He is extremely effective at explaining complicated concepts and theories.  He is particularly good at converting information into action plans.

Keith began his Financial Services career in 1987 as a Senior Financial Consultant at Merrill Lynch and Company in the greater Philadelphia area where he spent seven years.  After leaving Merrill Lynch, Keith spent 12 years at Banker’s Trust Company in Manhattan (and its subsequent acquirer Deutsche Bank) as a Director.  During that time, he served as a Financial Advisor to the clients of the Global Private Bank in the U.S., Europe, and Latin America.  He then spent three years with the Los Angeles based, Capital Guardian Trust Company as a Senior Vice President and Financial Counselor to non-profit institutions and high-net-worth families.

Keith spent 8 years working with the Pennsylvania National Guard to provide personal financial management seminars, and workshops to service-members, their families, and civilian support personnel.  He conducted numerous pre-deployment and post-deployment financial readiness workshops and seminars to National Guard units deploying overseas.  Keith also provided personal financial planning and counseling services to the survivors of Pennsylvania service-members.

Keith earned an M.B.A. from the Haub School of Business at Saint Joseph’s University where he is also an Adjunct Professor of Finance specializing in Financial Planning and Corporate Finance topics such as:Investment Theory & Portfolio Management, Retirement Planning, Estate Planning, Employee Benefits Administration, Capital Markets & Financial Institutions, and Personal Risk Management & Insurance.  He is a member of Beta Gamma Sigma, the international honor society for collegiate schools of business.  He earned a B.S. in Accounting (cum laude) from LaSalle University in Philadelphia.  He holds the Certified Financial Planner Professional designation by the Certified Financial Planners Board of Standards Inc.

Keith is a veteran of the United States Marine Corps. 

Start Planning Today!