Kevin Klein

Background

About Kevin Klein

Kevin S. Klein, CFP®, CRPC™ Senior Vice President Wealth Management Advisor Kevin started his career with Merrill Lynch Wealth Management in 2005. He earned his BA from John Carroll University and his MBA from Case Western Reserve University, both located in Cleveland, OH. Kevin works with each client to formulate, implement and manage a clearly defined investment plan. He has earned the privilege to use the mark of the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards and the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning. As a Wealth Management Advisor, he implements wealth management strategies to pursue the goals of each client. Kevin resides with his wife Carly, and their three boys, Kevin, Colin and Brendan in Clarence Center.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.