Caleb Klein

Credentials:
  • CFBS

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Languages: English

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Education

Wichita State University

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Contact Caleb

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Oklahoma - Wichita

Satellite Office

9435 East Central Bldg 100
Wichita, KS 67206

CRN202008-180567