Chris Klein, CFA, CFP® is a Senior Financial Planner at Exeter Financial. Mr. Klein specializes in providing personalized, comprehensive financial planning, and investment management for high net worth clients. Chris gets great satisfaction in helping clients integrate their unique tax, estate and risk management parameters into a program that will help them achieve their specific financial goals.
Prior to joining Exeter, Mr. Klein served as a Wealth Advisor at USAA, providing financial planning, investment, and retirement management advice to USAA members. He has over eight years of investment management and financial planning experience.
Mr. Klein received his Bachelor of Science, Finance, degree from Arizona State University. He has earned the CFA® (Chartered Financial Analyst®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of the CFA Society of Phoenix.
Chris enjoys staying active in the gym and spending time outdoors, in particular, golf and skiing. He loves spending time with family and friends, especially his fiancé, Melissa, and dog Winston. Chris is an avid sports fan and enjoys following all of our professional Arizona sports teams.
He is active with Junior Achievement of Arizona and frequently serves in their fundraising events.
