Andrew Klein

  • CFBS

Focus: Retirement Income Planning, Business Owners, Business Succession Planning, Insurance Strategies, Investment Strategies, Risk Management Strategies

Languages: English

With a true passion for helping people, Andrew is excited to be a part of the MassMutual team. His business is built on the strong foundation of building long-term relationships with clients while helping them reach their financial goals and objectives. He enjoys the communication he has with clients as he understands their individual situation in order to analyze and implement the best strategy possible. When working with a client, Andrew works to gain their trust and confidence as he recognizes these are important attributes that clients seek in a representative.

Graduating from the University of Wisconsin-LaCrosse, Andrew holds a degree in physical education, health and coaching. Andrew is on the board of Madison 4 Kids, whose donations benefit children in Dane County. Andrew and his wife reside in Madison, Wisconsin. In his free time, Andrew enjoys playing golf, exercising, reading, coaching and attending sports events.

See Andrew’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Andrew

*Fields are required

Focal Point Financial Strategies

Satellite Office

525 Junction Rd Ste 8100N
Madison, WI 53717