Kirk Klein is a Managing Partner at Koss Olinger. He started his career in 1992 and has been with Koss Olinger since 1995. His years of financial experience have allowed him to counsel affluent individuals and business owners in the areas of estate and business transition planning. A Certified Financial Planner (CFP®) Practitioner and Chartered Financial Consultant (ChFC®), Kirk specializes in comprehensive financial planning by utilizing the firm’s fee-based five-step process known as The Wealth Navigator System™, to help people accumulate, preserve and transfer personal wealth in alignment with their values. Kiplinger’s Personal Finance magazine’s “Who’s Who" of Florida Certified Financ
Kirk Klein
Managing Partner
Koss Olinger
United States, Florida, Gainesville
About Me
Profile Information
Managing Partner
Koss Olinger
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Gainesville
Florida
United States
Aug 1, 2024
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