David Joseph Klein, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

A Message from Dave Klein

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings.

Throughout your lifetime, I will help you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.

Let me help you ensure your financial future is all you want it to be.

 

My Mission

My mission is to give every client a "wow experience" by understanding their most amazing future, getting relevant quickly, connecting with their true cares and desires, and helping them take concrete steps towards achieving that future.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck