David J. Klein, Cfp, Clu, Chfc, Ricp Email & Phone Number

Minnetonka, Mn, Us

At Refine Wealth Strategies, we want you to live an enriched, full life, and we believe a world-class planning experience is a key part of that process. Our goal is to provide innovative insight and exceptional service so you can confidently take your wealth to the next level. Here are some of the ways we’ve refined our practice to provide the best possible service to you:- Tailored Planning - There are no one-size-fits-all solutions at our firm. Each of our clients has unique dreams, fears, goals, and opportunities, and we create customized plans that suit your distinct objectives.- Extensive Expertise - Each of our partners and team members brings specific skills and experiences to the table. By working together and pooling our expertise, we offer clients a robust resource for financial guidance and insight.- Client Focus - As our client, our sole focus is to do what’s best for you. We offer comprehensive financial planning and fee-based planning as well as advisory programs. We’ll help you identify the most effective route to achieve your goals.- Collaborative Approach - We’ll partner with you to help you see your situation with clarity and identify the right financial moves to make. This is your money and your life, and we’re here to help you make the best possible decisions.- Elite Network - We have strong relationships with some of the top professionals in the financial sector. Whether you need an accountant, attorney, or other specialists to support your goals, we’ll connect you to qualified resources you can trust.- Dedicated Attention - When you trust us with your wealth, we give you the time and focus you deserve. We listen to your concerns and questions, and we’re transparent about our fee structure. Our goal is that you feel heard, understood, and important at every interaction.

We help you achieve clarity, confidence, and peace of mind for your financial future. We begin by listening to your values and understanding your vision in order to thoughtfully evaluate the optimal financial solutions for your family. By taking time to connect, educate, and partner with you, we create a holistic plan that helps you maximize wealth while appropriately managing risk. We focus on building lasting relationships with your family to provide guidance through all of life’s changes and for generations to come. Our approach is authentic and collaborative, helping you to gain new insights, develop innovative strategies, and build financial security. We are committed to helping you achieve your goals and are excited to partner with you throughout your financial journey!

Stages Theatre Company is committed to the enrichment and education of children and youth in a professional theatre environment that stimulates artistic excellence and personal growth. I am currently the Chair of the Board and actively serve on the Nominating and Next Generation Campaign committees.

Bachelor Of Science - Finance & Risk Management

Cfp - Certified Financial Planner®

Chfc - Chartered Financial Consultant®

Clu - Chartered Life Underwriter®

Ricp - Retirement Income Certified Planner®