Klein’s motto in life is Don’t just exist, live!, something that he only realised was an important way to live once he started working in the corporate world. Klein spent most of his early youth without much care about money, but soon realised the impact of finances on the choices we have in life. To Klein, life is to be lived fully and experienced, and this drew him to the financial advisory industry as a career that allows one full control over one’s choices in life.
Today, Klein has 2 years under his belt as a financial consultant, and has over $2.8 million worth of his client’s money under advisory. Klein is most energised when his clients who are young working professionals are positively impacted by his work, and start to advocate for better financial literacy within their network.
In his free time, Klein enjoys basketball, and identifies as both a cat and dog person. Klein’s goal is to set up a financial literacy club in his polytechnic in future, as a means of giving back to his alma mater as he believes in the importance of starting on the right foot with finances from a young age.
Achievements
- Producer Club | 2023
- Associate Financial Planner (AFP)®