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.
“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.”
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. Away from the office, he is involved in youth sports and enjoys traveling, music, staying fit, and volunteering for various charitable organizations including Jewish Community Center and Gateway to Hope. Daniel is also a huge St. Louis Cardinals fan!
*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 2012-2016 Five Star Wealth Managers.