Professional

Before I can speak intelligently about the services that might be appropriate for you, your family, or your business, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I focus on both defensive planning and offensive planning. I help individuals, families, business owners, professionals, and responsible people all alike in general to understand their need for certain products such as life insurance, disability income insurance, long term care insurance, annuities and other various investment options and strategies. The way I find the best solutions for my clients is by walking them through a Personal Planning Analysis. 

I currently hold the Certified in Long-Term Care (CLTC®) designation which is the long-term care insurance industry's only independent professional designation. Created in 1999, the program is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to create a plan that preserves the emotional, physical, and financial wellbeing of a client's family should care be necessary.  Once established, options to fund that plan--including Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance--are reviewed and recommended where appropriate. He I am here to provide quality solutions using world-class insurance services and access to a Network of Specialists to help you achieve a secure financial future.

Years of Experience

Representing Northwestern Mutual since 2009.

Education

Degree Major Institution
Bachelor of Science Economics SUNY Stony Brook- New York

Alex Felipe Klein

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck