Scott C. Klein 2017-05-30T17:31:04+00:00

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

TPS Financial is not owned or operated by AXA Advisors, LLC or its affiliates.

Scott C. Klein, CFP®

Partner

FINANCIAL CONSULTANT

TPS Financial
333 Thornall St
8th Floor
Edison, NJ 08837
Phone:  (732) 452-7277
Cell:       (732) 778-0898
E-mail:  [email protected]

Professional Background

Scott Klein is a CERTIFIED FINANCIAL PLANNER™ professional with 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 you can identify what matters to you most. After identifying your needs and goals, you can create a plan that helps identify which investment or insurance strategies will 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, ultimately, retirement planning.

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 at AXA. He
hired, trained and led financial Advisors 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.

Honors

Scott is most proud of the assets his clients have accumulated, totaling over $300 Million in Retirement Plan Assets under his advisement. Listed are some of the honors he has been awarded:

  • Hall of Fame Medal
  • 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 Paramount Planning Group

Education

Graduated University of Richmond with a BS in Business Administration and International Business & Marketing. He holds his FINRA Licenses 6, 7, 63, 65 & 24 and Life & Health Insurance licenses.

Scott is a CERTIFIED FINANCIAL PLANNER™ Professional.

Personal

Scott and his wife Debra reside in Manalapan, NJ, with their children Jaiden and Asher.