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Aaron Klein
CFP®
Director, Wealth Advisor
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About Aaron
Aaron Klein serves as Director, Wealth Advisor at Sequoia Financial Group.
Aaron earned his Bachelor of Arts in finance from Augsburg University and later completed Boston University’s Financial Planning Certificate Program. He holds the CERTIFIED FINANCIAL PLANNER ™ designation, granted by the Certified Financial Planner Board of Standards. With over a dozen years of experience in the financial services industry, Aaron has honed his knowledge in investments and financial planning. He is a skilled analyst with deep knowledge of investment options and is committed to delivering exceptional client service and care.
Aaron resides in Lakeville, Minnesota, with his wife and two children. When he isn’t busy with family life, Aaron tries to keep his stubborn beagle out of trouble, enjoys trying to find the best burger in the Twin Cities, or relax by playing video games with friends.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
Augsburg University, Bachelor of Arts in Finance
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Personal Insights from Aaron:
As an advisor, I understand financial decisions can be very overwhelming. My goal is to simplify the options for peace of mind and confidence in a path forward. What I find most fulfilling about my profession is the relationships built with clients. I have a strong passion for helping people maximize their financial situation and overall wellbeing. I’m driven every day by the trust clients place in our team, an honor we continually earn by understanding their needs. The less stressed you are about your financial needs, the more time and energy you can spend on what is truly important to you and your family.
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Aaron Klein, CFP®
Director, Wealth Advisor
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