Martin A. Klein Iii Email & Phone Number

For over 30 years I have created sophisticated and personalized wealth planning solutions for highly compensated individuals with complex financial issues. In addition, I am the investment fiduciary on various retirement plans. I also have experience in political and economic issues, and an understanding of how these issues may affect financial markets and ultimately client goals and objectives. This proficiency was gained in my 13+ years of experience in Washington, D.C., serving in positions with the U.S. House of Representatives, the White House and the U. S. Small Business Administration.I taught Advanced Stock Analysis, Investments, Capital Markets and The Survey of Financial Planning at the University of California, Irvine for over fourteen years and have been a guest lecturer and speaker for groups such as the University of California, Riverside, Cal State Fullerton, the LA Treasurer’s Club, AIAA (the American Institute of Aeronautics & Astronautics), the Junior League of Orange County and numerous cruise lines.In addition, I have hosted the Los Angeles public television show “Small Business Views” and selected as the host based on my experience with the U.S. Small Business Administration. I understand the concerns facing small business owners and my experience allows me to customize wealth management strategies to help address their unique issues.I earned my Bachelor of Science degree from Hobart College in Geneva, New York. I was appointed by the Governor of California to two terms on the California State Advisory Council on Economic Development. I have served on the board of trustees of South Coast Repertory (SCR), Youth Employment Services (YES), the Children’s Bureau of Orange County, the Corona del Mar Water Polo Foundation, AYSO Region 57, and the Newport Hills Swim Team. I currently serve on the Lott Impact Trophy Board and I am President of the Board of Directors of the Pacific Club.

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  Hobart And William Smith Colleges

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