Michael P. Klein, CFP®, MBA
Owner
Michael Klein, CFP®, MBA, owner of Klein Financial, is a native of Mesa and has been a financial advisor since 2003. He understands the challenges you face and the needs that arise in helping you plan your personal financial future.
Michael is a Certified Financial Planner™Professional and a member of the National Association of Insurance and Financial Advisors (NAIFA). He stays current with the changes that occur in the financial services industry so that he can keep his clients informed of any new developments.
Michael received his BS in Finance from Arizona State University in 1996. He later received his MBA in 1997 from Thunderbird School of Global Management. Since then, Michael has worked as a Financial Analyst for both Electronic Data Systems Corporation and Intel Corporation, and as the General Manager of Concrete Pumping Services, Inc., where he transitioned the management of the company after the death of the owner.
Michael's sincere interest in people, knowledge and work experience make him a reliable financial advisor.