Jason S. Klein, CFP®, ChFC, CLU is the Director of Medical Services and a financial advisor at Allied Wealth Partners*. As the Director of Medical Services, Jason specializes in the creation of financial strategies designed specifically for the unique financial needs of physicians, medical professionals and their families. This 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 regular speaker and financial educator to the medical community. He has lectured at medical schools, residencies and hospitals throughout the country.
In addition to Jason's concentration in the medical market, he advises professionals with all aspects of financial planning and protection.
Prior to 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 and their son, Simon and daughter Betsy. In his leisure, Jason enjoys traveling, hiking, numerous sports, and spending quality time with friends and family.
Jason also enjoys cleaning up the garbage that his dog, Josie pulled out of the can.