TheJobsMap
Klein Financial Advisors logo

Klein Financial Advisors jobs and careers

kleinadvisors.comLinkedIn

About Klein Financial Advisors

Klein Financial Advisors provides investment management and financial planning and security services to help independent women.

Founded in 2003 by Lauren Klein.

AccountingAdviceFinancial ServicesWealth Management
Founded
2003
Employees
1 to 10

Leadership

The top of Klein Financial Advisors's org chart, with how many people report into each leader.

PGPhoto of Patrick Goshtigian

Patrick Goshtigian

Executive Chairman

215 reports

RS

Ryan Serrecchia

Executive Vice President / Partner

176 reports

CJPhoto of Cfp® Brady Jardine

Cfp® Brady Jardine

Senior Vice President/ Partner - EP Wealth Advisors

20 reports

IC

Iaccp® Mario Chilin Ccep®, Cscp®

Chief Compliance Officer

10 reports

ABPhoto of Alan Berkshire

Alan Berkshire

Chief Administrative Officer & General Counsel

2 reports

CAPhoto of Cfp® Derek Holman Aif®

Cfp® Derek Holman Aif®

Managing Director

JIPhoto of Jeffrey Ingraham

Jeffrey Ingraham

Managing Director

JDPhoto of James Dwyer

James Dwyer

Partner / Advisor At EP Wealth Advisors

Jobs at Klein Financial Advisors

No open positions right now. Explore more companies on TheJobsMap.