
Daniel Klein
CFP™, Wealth Manager
“It’s an honor to help my clients through the peaks and valleys. It’s way more than managing their money, it’s being a passionate partner for their life’s journey.”Contact Daniel
“It’s an honor to help my clients through the peaks and valleys. It’s way more than managing their money, it’s being a passionate partner for their life’s journey.”Contact Daniel
The focus for Daniel Klein is always on comprehensive, holistic wealth management and family life planning that helps his clients become better positioned to succeed financially. It's about uncovering what clients want and need in their lives — and then giving them easy-to-understand strategies to help them pursue their goals.
Proactive and engaged, Daniel gives clients objective, conflict-free advice along with the kind of open, collaborative communication that delivers the confidence to make and follow their financial plan. Moreover, Daniel puts his heart into building close relationships with his clients.
The focus for Daniel Klein is always on comprehensive, holistic wealth management and family life planning that helps his clients become better positioned to succeed financially. It's about uncovering what clients want and need in their lives — and then giving them easy-to-understand strategies to help them pursue their goals.
Complete List of Services*Featured in St. Louis Magazine. The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
A graduate of Tulane University's A.B. Freeman School of Business, Daniel lives in the St. Louis area with his wife Melissa and two children. A graduate of Tulane University's A.B. Freeman School of Business, Daniel lives in the St. Louis area with his wife Melissa and two children.
O: (314) 432-2229 Direct
E: dklein@rfgadvisory.com
Three City Place Drive, Suite 590
Creve Coeur, MO 63141