Scott Klein obtained the CERTIFIED FINANCIAL PLANNER™ professional designation and has experience in retirement planning and full financial services since 1995. His focus is to help his clients and employees of public schools and nonprofit organizations, along with employees & owners of private corporations and businesses. His goal is to help these individuals make informed financial decisions regarding retirement planning, life insurance, college savings, investments and long term care planning.
Scott’s educational approach is easy to understand and not filled with confusing financial jargon. He begins by spending time discussing your current situation, then together we identify what matters to you most. After identifying your needs and goals, we can create a plan that helps identify which investment or insurance strategies can best fit your situation. The end result being a personal financial road map which will guide you through the various phases of your life’s events.
In the five years prior to Scott joining the TPS team, he led a team of top professionals as the Vice President of the Northeast Region of Equitable Advisors. He hired, trained and led financial professionals to better service our existing client base and new customers.
In April 2017 Scott was promoted to Partner with TPS Financial. Here he focuses on existing and new clients in creating individualized financial plans.
Scott is most proud of the assets his clients have accumulated, totaling over $300 Million in Retirement Plan Assets he placed under advisement. Listed are some of the honors he has been awarded:
- AXA Equitable Hall of Fame Medal
- AXA Advisors, Summit, Centurion, Hallmark, Superior Achievement, Circle of Excellence
- New Jersey 5 Star Wealth Management Award
- Keynote Speaker at Conferences and an Elite Advisor and Member of AXA Advisors Paramount Planning Group
Graduated University of Richmond with a BS in Business Administration and International Business & Marketing. He holds his FINRA 6, 7, 63, 65 & 24 registrations and Life & Health Insurance licenses.
CERTIFIED FINANCIAL PLANNER™ Professional.
Scott and his wife Debra reside in Manalapan, NJ, with their children Jaiden and Asher.