Andrew Klein
Madison,WI
Summary
Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Walkner Condon Financial Advisors
Madison, WI
07.2024 - Current
- Client Assessment: Analyze financial data and understand clients' goals, risk tolerance, and preferences.
- Financial Planning: Develop personalized strategies for retirement, tax optimization, estate planning, and investments.
- Investment Management: Oversee portfolios, adjust for market changes, and identify opportunities aligned with goals.
- Education and Communication: Simplify financial concepts, maintain regular updates, and address client concerns.
- Compliance and Ethics: Follow legal standards, act transparently, and prioritize client interests.
- Business Development: Build relationships, expand the client base, and stay current with industry trends.
Financial Advisor/Partner
Gateway Financial Partners
Madison, WI
10.2018 - 07.2024
Financial Advisor
MassMutual Financial Group
Madison, WI
10.2014 - 10.2018
Education
Bachelor of Science - Exercise Science
University of Wisconsin, La Crosse
La Crosse, WI01-2022
Skills
- Developing financial plans
- Tax law expertise
- Business succession planning
- Financial market knowledge
- Financial advising
- Investment planning
- Retirement planning
- Wealth management
- Business development
Certification
- Certified Exit Planning Advisor (CEPA)
- Certified Family Business Specialist (CFBS)
Volunteer
- Ronald McDonald House Charities of Madison Board of Directors
- Ronald McDonald House Charities of Madison Finance Committee
Affiliations
- L1 certified CrossFit Coach
Timeline
Financial Advisor
Walkner Condon Financial Advisors
07.2024 - Current
Financial Advisor/Partner
Gateway Financial Partners
10.2018 - 07.2024
Financial Advisor
MassMutual Financial Group
10.2014 - 10.2018
Bachelor of Science - Exercise Science
University of Wisconsin, La Crosse