Senior Financial Planner
Current
Jul 2020 - Present
AeroLeads people directory · profile
Christopher Klein, Cfa, Cfp® Email & Phone Number
Senior Financial Planner at Exeter Financial
at
Exeter Financial
1 work email found
@usaa.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Financial Planner at Exeter Financial
Location
Scottsdale, Arizona, United States
Company size
Who is Christopher Klein, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Christopher Klein, Cfa, Cfp® is listed as Senior Financial Planner at Exeter Financial at Exeter Financial, a company with 10 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at usaa.com and a matched LinkedIn profile for Christopher Klein, Cfa, Cfp®.
Christopher Klein, Cfa, Cfp® previously worked as Senior Financial Planner at Exeter Financial and Wealth Advisor at Usaa. Christopher Klein, Cfa, Cfp® holds Bachelor’S Degree, Finance, General from Arizona State University - W. P. Carey School Of Business.
Company email context
Email format at Exeter Financial
This section adds company-level context without repeating Christopher Klein, Cfa, Cfp®'s masked contact details.
*@usaa.com
68% confidence
AeroLeads found 1 current-domain work email signal for Christopher Klein, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Christopher Klein, Cfa, Cfp®
Christopher Klein, Cfa, Cfp® is a Senior Financial Planner at Exeter Financial at Exeter Financial.
Current workplace
Christopher Klein, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Exeter Financial
4 roles
Christopher Klein, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Team & coworkers
Colleagues at Exeter Financial
Other employees you can reach at exeterfinancial.com. View company contacts for 10 employees →
MM
Monica Morse
Colleague at Exeter Financial
Phoenix, Arizona, United States, United States
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PC
Peter Curtis
Colleague at Exeter Financial
United States, United States
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DT
Dorra Tang
Colleague at Exeter Financial
Paradise Valley, Arizona, United States, United States
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EJ
Elijah J.A. Simpson
Colleague at Exeter Financial
Dallas-Fort Worth Metroplex, United States
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MK
Marilyn Kennemore Clayton
Colleague at Exeter Financial
Fort Worth, Texas, United States, United States
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Monica Morse
Colleague at Exeter Financial
Phoenix, Arizona, United States, United States
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PC
Peter Curtis
Colleague at Exeter Financial
United States, United States
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DT
Dorra Tang
Colleague at Exeter Financial
Paradise Valley, Arizona, United States, United States
View →
EJ
Elijah J.A. Simpson
Colleague at Exeter Financial
Dallas-Fort Worth Metroplex, United States
View →
MK
Marilyn Kennemore Clayton
Colleague at Exeter Financial
Fort Worth, Texas, United States, United States
View →
1 education record
Christopher Klein, Cfa, Cfp® education
FAQ
Frequently asked questions about Christopher Klein, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Christopher Klein, Cfa, Cfp® work for?
Christopher Klein, Cfa, Cfp® works for Exeter Financial.
What is Christopher Klein, Cfa, Cfp®'s role at Exeter Financial?
Christopher Klein, Cfa, Cfp® is listed as Senior Financial Planner at Exeter Financial at Exeter Financial.
What is Christopher Klein, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @usaa.com for Christopher Klein, Cfa, Cfp® at Exeter Financial.
Where is Christopher Klein, Cfa, Cfp® based?
Christopher Klein, Cfa, Cfp® is based in Scottsdale, Arizona, United States while working with Exeter Financial.
What companies has Christopher Klein, Cfa, Cfp® worked for?
Christopher Klein, Cfa, Cfp® has worked for Exeter Financial, Usaa, and Eastbridge Investment Group Corporation.
Who are Christopher Klein, Cfa, Cfp®'s colleagues at Exeter Financial?
Christopher Klein, Cfa, Cfp®'s colleagues at Exeter Financial include Monica Morse, Peter Curtis, Dorra Tang, Elijah J.A. Simpson, and Marilyn Kennemore Clayton.
How can I contact Christopher Klein, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Christopher Klein, Cfa, Cfp® at Exeter Financial, including work email, phone, and LinkedIn data when available.
What schools did Christopher Klein, Cfa, Cfp® attend?
Christopher Klein, Cfa, Cfp® holds Bachelor’S Degree, Finance, General from Arizona State University - W. P. Carey School Of Business.
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