Keith Klein CFP®, ChFC®, CLU®, CASL®
10201 S 51st St., Suite 210, Phoenix, AZ 85044
Turning Pointe Wealth Management is there for the Turning Pointes in your life, whether you enjoy finance and budgeting or you come to the process like a dog being pulled to the bathtub.
Engagement, Marriage, Birth of Child or Grandchild, Education Planning, Career or Job Change, Preparing to buy or sell a business, Divorce and Seperation, Second Marriage, Estate Planning, Retirement, Wealth Distribution, and Inheritance.
A graduate of Eastern Michigan University with BS in Economics, I am a student of the industry. In addition to being a Registered Investment Advisor, I have also completed some of the most rigorous certifications that the industry has to offer: ChFC® (Chartered Financial Consultant), CLU® (Charter Life Underwriter), CFP® (Certified Financial Planner), and most recently the CASL® (Chartered Advisor for Senior Living).
These designations are not just book learning, I apply these certifications to the real world, and provide practical advice to people who want solutions.