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Edward Jones- Andrew Klein CFP®

Edward Jones- Andrew Klein CFP®

Categories

Finance & Insurance Business & Professional Services

About

Growing up in the Midwest, I was taught to always work hard, value education and live a healthy lifestyle. My mom was an elementary school teacher and my dad worked in sales. Together, they ingrained in me the virtues of disciplined, long-term investing at an early age. With their guidance, I invested my paper route money so that I would someday be able to pay for my college education.

My parents also encouraged service to others and community involvement. After college, I served in the U.S. Marines for over eight years, attaining the rank of Captain. Since moving to Ahwatukee in 1995, I have volunteered with the Kiwanis Club, worked with the Cub Scouts and coached basketball at the YMCA. I have been a member of the American Legion and the Ahwatukee Chamber of Commerce.

As a financial advisor with Edward Jones since 2004, I've had the honor of getting to know and work with many wonderful people. It's been gratifying to see my clients attain financial success, whether that means creating a secure retirement, building a business or leaving a meaningful legacy. In 2019, I earned the CERTIFIED FINANCIAL PLANNER™ certification and was awarded a limited partnership with the firm.


Contacts

Primary
Andy Klein

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