“I believe we need to live for today but plan for tomorrow. We have all been blessed with life, so let’s make sure to actually live it!”
I am a Financial Advisor and designated CERTIFIED FINANCIAL PLANNER™ with RFG Advisory. I take the responsibility of managing relationships with my clients very seriously. Each of my clients have different goals. Being able to identify what they are and what they need is key to having a better outcome for them. I have over a decade of experience in the Financial Industry. I want my clients to not only have a plan but have a plan they can be confident in, so continuing my education is something I believe strongly in. I also believe that in order to properly manage someone’s financial life, they must have all the tools necessary to give that person a holistic experience. Therefore, I made the decision to join RFG Advisory in 2018. “RFG Advisory is not a bank but instead an advisory firm, they really get that technology is not a strategic vision, but something that is real and is needed in today’s world.” Partnering with RFG Advisory was a strategic decision I made based on what my goals were for my practice and for my client experiences.
The focus for Daniel Klein is always on comprehensive, holistic wealth management and family life planning that helps his clients become better positioned to succeed financially. It's about uncovering what clients want and need in their lives — and then giving them easy-to-understand strategies to help them pursue their goals.Close me
I graduated from Missouri State and began my career as a financial advisor while I was living in Juneau Alaska. More >
I graduated from Missouri State and began my career as a financial advisor while I was living in Juneau Alaska. There I enjoyed participating in all of my favorite activities like hunting, fishing, camping, etc etc. Basically everything having to do with being outdoors! I moved back when my first daughter Ayden was born in 2008 to raise her around family and in 2011 my second daughter Ayla joined us. My greatest calling in life is to be a father, but I love my profession too!Close me
Three City Place Dr.
Creve Coeur, MO 63141