portrait of Andrew L Klein

About Andrew

Growing up in the Midwest, I was taught to always work hard, value education and live a healthy lifestyle. My mom was an elementary school teacher and my dad worked in sales. Together, they ingrained in me the virtues of disciplined, long-term investing at an early age. With their guidance, I invested my paper route money so that I would someday be able to pay for my college education.

My parents also encouraged service to others and community involvement. After college, I served in the U.S. Marines for over eight years, attaining the rank of Captain. Since moving to Ahwatukee...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Wealth Strategies

Work History

  • Edward JonesMay 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Eastern Michigan UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Sailing
  • Mountain Biking
  • Surfing

Team Members

  • Linda Sullivan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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