Keith Klein, CFP®, ChFC®, CLU®, CASL®
Wealth Management, Tailored To You
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Serving Clients Nationwide
Wealth Management, Tailored To You
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Taxes
About Keith Klein, CFP®, ChFC®, CLU®, CASL®
Hi, I'm Keith Klein. There have been turning points in all of my life that has brought me to the financial services business. Losing my mother in my early 20's, I had been on track to become an actuary, with my love of numbers. Stepping up into a leadership role at this young age, I became a kind of second parent to my then 9 year-old brother. Having come from a long line of educators and learning the financial impact of losing a parent, my passion became clear and I came to another turning point, to have a career in serving and educating others.I originally started in the insurance business in 1992 as an intern with one of the strongest insurance companies in the country. As an intern, I worked with mentors that had backgrounds in insurance, investments, tax and law. This planted the seed of valuing the opportunities to work with experts in all these fields and as an experienced financial advisor; I continue to build on these relationships to create the best result possible for my clients.
A graduate of Eastern Michigan University with BS in Economics, I am a student of the industry. I have honed and broadened my skills to make me unique among my peers. In addition to being a Registered Investment Advisor, I have also completed some of the most rigorous certifications that the industry has to offer: ChFC® (Chartered Financial Consultant), CLU® (Charter Life Underwriter), CFP® (Certified Financial Planner), and most recently the CASL® (Chartered Advisor for Senior Living).
These designations are not just book learning, the substance of the certifications are applied to the business to bring real world, practical solutions to people that want to solve problems.
In 2011, after more than 15 years as a financial service advisor, I reached my Turning Pointe. It had become clear to me that the best way to provide objective strategies to my clients was to do it from a platform that would always put their needs first. So, I developed the Turning Pointe Method, which provides individually tailored advice to each of our clients. Using my method, we start each client relationship with a different kind of conversation: one that is based on strategies that are the most critical and important issues in our clients lives, working towards the next Turning Pointe.
My mission is to truly integrate our clients' goals and plans with their financial lives.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Advisor for Senior Living (CASL)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Primary Location
60 East Rio Salado Parkway, Suite 900, Tempe, AZ 85281
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the Book Intro Call button above to learn more about our process and get in touch. We'll schedule a complimentary introductory conversation and I'll ask questions to learn what is most important to you and give you a different way to think about your financial situation. We will explore your goals and identify which turning points in your life deserve our immediate attention so we can build a plan that is truly yours. I look forward to speaking with you.About Turning Pointe Wealth Management
Turning Pointe Wealth Management is there for the Turning Pointes in your life — whether you enjoy finance and budgeting or you come to the process like a dog being pulled to the bathtub.We work with individuals, families and businesses, providing clarity and guidance through all the turning points in their lives. Through detailed discovery to understand your core values, we work side by side with you to carefully craft a customized financial plan to pave a clear path to your financial independence. We believe that a living financial plan paves a clear path with more stability by swiftly adapting to ongoing life and market changing events.
We start with asking questions to learn what is important to you and give you a different way to think about your financial situation. We help you to Prioritize, Qualify & Quantify your goals for each turning point of your life. We educate you on the options that best fit your situation and how they will impact your ability to achieve your goals. We provide guidance to help provide you with the confidence and clarity to take action and implement the solutions that will help you achieve your goals.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The Ameriflex Group. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.
Education
Eastern Michigan University, BS, Economics | The American College, Designations (ChFC, CLU, CASL), Financial Planning and Services
Hobbies and Interests
- Family
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View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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