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 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 the Ahwatukee area in 1995, I've volunteered with the Kiwanis Club, worked with the Cub Scouts and coached basketball at the YMCA. I am 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* designation and was awarded a limited partnership with the firm.
Helping others achieve financial success is my professional passion. Spending time with my family is my personal passion. My wife, Angie, and I have been married since 2003. We have two children, Anabella, 15, and Maxton, 13.
I am excited to learn about your unique story and help you reach the goals that are most important to you.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- College Savings
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- Mountain Biking
Office Address4505 E Chandler Blvd Ste 235
Phoenix, AZ 85048
Phone NumberAndrew L Klein at (480) 961-6007
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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