Kirk E. Klein, CFP®, ChFC Kirk Klein is a Managing Partner at Koss Olinger Financial Group. He started his career in 1992 and has been with Koss Olinger since 1995. His years of financial experience have allowed him to counsel affluent individuals and business owners in the areas of estate and business- transition planning. A Certified Financial Planner (CFP®) Practitioner and Chartered Financial Consultant (ChFC), Mr. Klein specializes in comprehensive financial planning by utilizing the firm’s fee based 5 step process known as The Wealth Navigator System™, to help people accumulate, preserve and transfer personal wealth. He is an authority on business continuation and estate planning in closely held family businesses and was named in Kiplinger's Personal Finance magazine's "Who's Who of Florida Certified Financial Planner ® Professionals Mr. Klein is a graduate of Illinois State University with a Bachelor of Science degree in Finance and Marketing. An accomplished public speaker, he is a frequent presenter and guest lecturer for business and professional groups on topics about retirement, estate and financial planning. He is a qualifying member of the financial service industry's Million Dollar Round Table and a member of the Financial Planning Association. Mr. Klein also enjoys giving back to the community. He is the past Chairman of the Board of Junior Achievement and has served on the boards of several other organizations such as the Rotary Club and Leadership Gainesville Alumni. He is also active on the Finance Committee at his church. He and his wife, Michelle have two daughters and one son. |
||||
