CoverProfile

Kirk Klein

Managing Partner

Koss Olinger

United States, Florida, Gainesville

About Me

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

View more

Profile Information

Managing Partner

Koss Olinger

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Gainesville

Florida

United States

Aug 1, 2024

More profiles to browse

WO
Will Olinger
Managing Partner
WR
W.J. Rossi
Partner
Profile Photo
Tim Roark
Partner
Profile Photo
Brian Watson
Partner

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management