Jason S. Klein CFP®, ChFC, CLU
Bachelor of Science in Finance,
Stern School of Business,
New York University
Professional Registrations and Licenses:
Series 7 & 66 Registrations
Life, Health, and Accident Insurance Licenses
Jason S. Klein, CFP®, ChFC, CLU, is the Director of the Medical Division and manager at Allied Wealth Partners.
As a partner in a multi-generational financial services team within Allied Wealth Partners, Jason and his team help clients make smart financial decisions, reach their goals and secure their legacies.
Jason advises professionals from all industries, but as the Director of Medical Services, specializes in working with physicians, medical professionals, and their families. He creates strategic financial plans for medical professionals that includes retirement planning, risk mitigation through life and disability protection, investment advisory, and debt management. Jason also works with Medical and Dental practices with retirement plans and benefit packages.
Jason is a sought-out speaker and financial educator to the medical community. He has lectured at medical schools, residencies and hospitals throughout the country.
Before joining Allied Wealth Partners, Jason Klein began his career on Wall Street working as an Institutional Trader for Charles Schwab & Co. Jason Klein resides in New Jersey with his wife, Allison, their son, Simon, and daughter Betsy. In his leisure, Jason enjoys traveling, hiking, numerous sports, and spending quality time with friends and family.
Founded in 1966, Allied Wealth Partners mission is to be an Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.