Martin Klein

Managing Director - Financial Advisor, Senior Consulting Group

949-720-8944
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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Trust Consultant


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Insurance Consultant


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Insurance and Annuity Consultant


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Divisional Retirement Plan Consultant