Daniel Klein

Expertise

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

Accolades

5-Time Recipient of Five Star Professional’s Five Star Wealth Manager Award as featured in St. Louis Magazine.*

*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.