Klein Wealth Management Inc is a financial planning firm located in Woodland Hills, CA. They offer a range of services including financial planning, investment management, and tax planning. With a focus on modern portfolio theory and tactical portfolio theory, they strive to provide their clients with personalized strategies to help them achieve their financial goals. Their team of experienced professionals is dedicated to providing exceptional service and building long-term relationships with their clients.
Klein Wealth Management Inc is committed to maintaining the confidentiality of their clients' information and ensuring that it is never sold to any outside individual or company. They are registered with Cetera Advisors LLC, a separate entity that provides securities and advisory services. Their advisors are registered representatives who offer brokerage services, investment adviser representatives who offer investment advisory services, or both, depending on the needs of their clients. They serve residents of the United States and are properly registered in the states and jurisdictions where they conduct business.
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