Kirk Klein, Cfp®, Chfc® Email & Phone Number
@kossolinger.com
3 phones found area 352
LinkedIn matched
Who is Kirk Klein, Cfp®, Chfc®? Overview
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Kirk Klein, Cfp®, Chfc® is listed as Managing Partner at Koss Olinger. Specializing in Wealth Management and Estate Planning for Affluent Individuals and Families at Koss Olinger, a company with 34 employees, based in Gainesville, Florida, United States. AeroLeads shows a work email signal at kossolinger.com, phone signal with area code 352, and a matched LinkedIn profile for Kirk Klein, Cfp®, Chfc®.
Kirk Klein, Cfp®, Chfc® previously worked as Managing Partner at Koss Olinger. Kirk Klein, Cfp®, Chfc® holds Bachelor Of Science, Finance And Marketing from Illinois State University.
Email format at Koss Olinger
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AeroLeads found 3 current-domain work email signals for Kirk Klein, Cfp®, Chfc®. Compare company email patterns before reaching out.
About Kirk Klein, Cfp®, Chfc®
Wealth is a powerful tool. When managed properly, it can provide comfort, opportunities, endless benefits, and peace of mind. However, mismanaged wealth, or wealth managed in a vacuum, can create challenges in retirement, lifestyle, family relationships, and legacy.I firmly believe it is worth taking the time to understand each client or client family’s goals and desires in order to set them up to succeed. No two clients are exactly the same, and accordingly no two wealth management plans should be the same.By utilizing Koss Olinger’s fee-based five step process known as The Wealth Navigator System™ I help individuals and families accumulate, preserve and transfer personal wealth. While our advisory team works together, we all bring a special area of expertise to the equation.In 1992, I graduated from Illinois State University with a Bachelors of Science degree in both finance and marketing. Following graduation I went on to earn my Certified Financial Planning® (CFP®) and Chartered Financial Consulting® (ChFC®) designations.Early on in my financial services career I met Will Olinger and moved to Gainesville, Florida to join Koss Olinger. In the years since, Koss Olinger has grown to include three generations of wealth advisors along with a team of more than 25 financial support professionals and clients in over 35 states.In addition to my work with Koss Olinger, I am proud to serve on the board of Junior Achievement and am passionate about financial literacy and entrepreneurial education for children.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.The ChFC® [or other applicable mark] mark is the property of The American College, which reserves sole rights to its use, and is used by permission.Securities Offered Through Valmark Securities, Inc. Member FINRA/SIPC. Valmark and Koss Olinger are separate entities. Advisory Services offered through Koss-Olinger Consulting, LLC., An SEC Registered Investment Advisor. 2700-A N.W. 43rd Street, Gainesville, Florida 32606 (352) 373-3337 · (352) 373-1864 Fax · (800) 373-3302 Toll Free Third party posts do not reflect the views of ValMark Securities or Koss Olinger and have not been approved prior to posting.
Kirk Klein, Cfp®, Chfc®'s current company
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Kirk Klein, Cfp®, Chfc® work experience
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Managing Partner
Colleagues at Koss Olinger
Other employees you can reach at kossolinger.com. View company contacts for 34 employees →
Jessica Sacks, Cfp®
Colleague at Koss Olinger
Gainesville, Florida, United States, United States
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JH
Jordan Harriz
Colleague at Koss Olinger
Newberry, Florida, United States, United States
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SR
Shannon Reintgen, Cfp®, Chfc®
Colleague at Koss Olinger
Gainesville, Florida, United States, United States
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AM
Alison Mathena
Colleague at Koss Olinger
Gainesville, Florida, United States, United States
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DW
Daniel White
Colleague at Koss Olinger
Tallahassee, Florida, United States, United States
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CN
Chandler Norder, Cfa®
Colleague at Koss Olinger
Gainesville, Florida, United States, United States
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TR
Tim Roark, Cfp®
Colleague at Koss Olinger
Gainesville, Florida, United States, United States
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BD
Benjamin Doty, Cfa®
Colleague at Koss Olinger
Gainesville, Florida, United States, United States
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CD
Christiana Dirks
Colleague at Koss Olinger
Tampa, Florida, United States, United States
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JT
Jacqueline Tran
Colleague at Koss Olinger
Gainesville, Florida, United States, United States
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Kirk Klein, Cfp®, Chfc® education
Frequently asked questions about Kirk Klein, Cfp®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Kirk Klein, Cfp®, Chfc® work for?
Kirk Klein, Cfp®, Chfc® works for Koss Olinger.
What is Kirk Klein, Cfp®, Chfc®'s role at Koss Olinger?
Kirk Klein, Cfp®, Chfc® is listed as Managing Partner at Koss Olinger. Specializing in Wealth Management and Estate Planning for Affluent Individuals and Families at Koss Olinger.
What is Kirk Klein, Cfp®, Chfc®'s email address?
AeroLeads has found 3 work email signals at @kossolinger.com for Kirk Klein, Cfp®, Chfc® at Koss Olinger.
What is Kirk Klein, Cfp®, Chfc®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 352 for Kirk Klein, Cfp®, Chfc® at Koss Olinger.
Where is Kirk Klein, Cfp®, Chfc® based?
Kirk Klein, Cfp®, Chfc® is based in Gainesville, Florida, United States while working with Koss Olinger.
What companies has Kirk Klein, Cfp®, Chfc® worked for?
Kirk Klein, Cfp®, Chfc® has worked for Koss Olinger.
Who are Kirk Klein, Cfp®, Chfc®'s colleagues at Koss Olinger?
Kirk Klein, Cfp®, Chfc®'s colleagues at Koss Olinger include Jessica Sacks, Cfp®, Jordan Harriz, Shannon Reintgen, Cfp®, Chfc®, Alison Mathena, and Daniel White.
How can I contact Kirk Klein, Cfp®, Chfc®?
You can use AeroLeads to view verified contact signals for Kirk Klein, Cfp®, Chfc® at Koss Olinger, including work email, phone, and LinkedIn data when available.
What schools did Kirk Klein, Cfp®, Chfc® attend?
Kirk Klein, Cfp®, Chfc® holds Bachelor Of Science, Finance And Marketing from Illinois State University.
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