PROFESSIONAL PROFILE
Scott C. Klein, CFP
www.TPSFinancial.com
Scott Klein obtained the CERTIFIED FINANCIAL PLANNER™
professional designation and has experience in retirement planning and full
financial services since 1995. His focus is to help his clients and employees
of public schools and nonprofit organizations, along with employees &
owners of private corporations and businesses. His goal is to help these
individuals make informed financial decisions regarding retirement planning,
life insurance, college savings, investments and long term care planning.
Scott’s educational approach is easy to understand and not filled with
confusing financial jargon. He begins by spending time discussing your
current situation, then together we identify what matters to you most. After
identifying your needs and goals, we can create a plan that helps identify
which investment or insurance strategies can best fit your situation. The end
result being a personal financial road map which will guide you through the
various phases of your life’s events.
In the five years prior to Scott joining the TPS team, he led a team of top
professionals as the Vice President of the Northeast Region of Equitable Advisors.
He hired, trained and led financial professionals to better service our existing
client base and new customers.
In April 2017 Scott was promoted to Partner with TPS Financial. Here he
focuses on existing and new clients in creating individualized financial plans.
Accreditations & Education
Honors
CFP ® - CERTIFIED FINANCIAL PLANNER™
Series 6, 7,63, 66, and 24 Registrations and Life & Health Insurance
Licenses
Part of the Retirement Benefits Group
Graduated University of Richmond with a BS in Business
Administration and International Business & Marketing
Scott is most proud of the assets his clients have accumulated, totaling
over $300 Million in Retirement Plan Assets he placed under
advisement. Listed are some of the honors he has been awarded:
AXA Equitable Hall of Fame Medal
AXA Advisors , Summit, Centurion, Hallmark, Superior Achievement,
Circle of Excellence
New Jersey 5 Star Wealth Management Award
Keynote Speaker at Conferences and an Elite Advisor and Member
of Equitable Advisors Paramount Planning Group