[O'Keefe Wealth Strategies, LLC Brendan O’Keefe, CFP®, CPA, MBA, is a CERTIFIED FINANCIAL PLANNER (tm) professional and the owner of O’Keefe Wealth Strategies, LLC located in the beautiful town of Orleans, Cape Cod, Massachusetts. He specializes in creating portfolio plans designed to help build, manage and preserve his clients' wealth in direct alignment with their unique sets of financial, retirement and legacy goals.]