David Klein, Cfp®
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David Klein, Cfp® Email & Phone Number

Administrator, Area Agency on Aging (AAA) at Old Colony Planning Council (OCPC)
Location: Abington, Massachusetts, United States 8 work roles 2 schools
1 work email found @ocpcrpa.org 8 phones found area 631, 718, and 516 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 8 phones

Work email d****@ocpcrpa.org
Direct phone (631) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Administrator, Area Agency on Aging (AAA) at Old Colony Planning Council (OCPC)
Location
Abington, Massachusetts, United States

Who is David Klein, Cfp®? Overview

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Quick answer

David Klein, Cfp® is listed as Administrator, Area Agency on Aging (AAA) at Old Colony Planning Council (OCPC) based in Abington, Massachusetts, United States. AeroLeads shows a work email signal at ocpcrpa.org, phone signal with area code 631, 718, 516, and a matched LinkedIn profile for David Klein, Cfp®.

David Klein, Cfp® previously worked as Director, Council on Aging at Town Of Carlisle - Massachusetts and Co-Director, Council on Aging at Town Of Abington Massachusetts. David Klein, Cfp® holds Bachelor Of Arts (B.A.) from Villanova University.

Company email context

Email format at ocpcrpa.org

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*@ocpcrpa.org
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AeroLeads found 1 current-domain work email signal for David Klein, Cfp®. Compare company email patterns before reaching out.

Profile bio

About David Klein, Cfp®

Elder services manager and advocate with significant Financial Services background specializing in Retirement Services. Very strong interpersonal and communication skills with an ability to lead, motivate, and train staff and volunteers. Self-Motivated and very effective relationship manager. Works well with a diverse population of financial services clients, retirement plan participants and retirees. Experienced with MS Word, Excel and Powerpoint and comfortable doing presentations and public speaking in general. Master's of Applied Management with certifications achieved in Financial Planning, Long Term Care, and Retirement Services. Interested in opportunities to continue to share my leadership skills in a corporate, not-for-profit or government setting.Specialties: *Non-Profit and Elder Services Management *Financial & Retirement Plan Services

Listed skills include Business Communications, Program Management, Retirement Services, Financial Planning, and 12 others.

8 roles

David Klein, Cfp® work experience

A career timeline built from the work history available for this profile.

Director, Council On Aging

Town Of Carlisle - Massachusetts

Carlisle, Massachusetts

Jul 2012 - Mar 2020
2 education records

David Klein, Cfp® education

FAQ

Frequently asked questions about David Klein, Cfp®

Quick answers generated from the profile data available on this page.

What is David Klein, Cfp®'s role at their current company?

David Klein, Cfp® is listed as Administrator, Area Agency on Aging (AAA) at Old Colony Planning Council (OCPC).

What is David Klein, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ocpcrpa.org for David Klein, Cfp®.

What is David Klein, Cfp®'s phone number?

AeroLeads has found 8 phone signal(s) with area code 631, 718, 516 for David Klein, Cfp®.

Where is David Klein, Cfp® based?

David Klein, Cfp® is based in Abington, Massachusetts, United States.

What companies has David Klein, Cfp® worked for?

David Klein, Cfp® has worked for Town Of Carlisle - Massachusetts, Town Of Abington Massachusetts, Principal Financial Group, New York Life Insurance Company, and Rockland Trust Company.

How can I contact David Klein, Cfp®?

You can use AeroLeads to view verified contact signals for David Klein, Cfp®, including work email, phone, and LinkedIn data when available.

What schools did David Klein, Cfp® attend?

David Klein, Cfp® holds Bachelor Of Arts (B.A.) from Villanova University.

What skills is David Klein, Cfp® known for?

David Klein, Cfp® is listed with skills including Business Communications, Program Management, Retirement Services, Financial Planning, Retirement Planning, Leadership, Investments, and Financial Services.

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