Scott Klein has obtained the CERTIFIED FINANCIAL PLANNER™ professional designation and the Credentialed Holistic Financial Coach from Columbia University. Scott has experience in retirement planning, comprehensive financial planning, and investment management services since 1995. His focus is to help employees of public schools and their families, along with employees & owners of small to medium sized private 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 the current situation, then together helping to identify what matters most to the individuals. After identifying the needs and goals, he helps to create a plan that identifies which investments or insurance strategies can best fit the situation. The end result is a personal financial road map designed to guide clients through the various phases of 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.
In April 2017 Scott was promoted to partner, and subsequently Senior Partner, with TPS Financial. Here he focuses on existing and new clients in creating individualized financial plans.
Scott is most proud of the assets he has helped his clients to accumulate, totaling over $650 Million in Retirement Plan Assets he placed under advisement (as of 3/31/2022.) Listed are some of the honors he has been awarded:
- Equitable Advisors Hall of Fame Medal
- Equitable Advisor’s Summit, Centurion, Hallmark, Superior Achievement, Circle of Excellence, Silver Eagle and Order of Excalibur Awards
- New Jersey 5 Star Wealth Management Award 2013, 2014, 2016, 2017, 2018, 2019, 2020, & 2021*
- Keynote Speaker at Conferences
- Member of the Elite Advisor Group, which is an internal recognition program of Equitable Advisors, LLC, qualifying at the Paramount Planning Group level
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.
Credential Holistic Financial Coach from Columbia University.
Scott and his wife Debra reside in Manalapan, NJ, with their children Jaiden and Asher.
*Neither the named award recipient nor any other party has paid or been otherwise compensated to be considered for or to win the listed awards.