Experience

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  Klein & company management, inc.

  Jan 1993 - Dec 2007

  President
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  Bemel, ross & klein, llp

  Jan 2008 - Dec 2012

  Partner
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  Rbz, llp

  Jan 2013 - Oct 2014

  Principal
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  Klein & company management, inc.

  Nov 2014 - now

  President

  Klein & Company Management, Inc. offers a platform with a wide range of services to our individual and business clients and provides business management services to the entertainment industry, high net worth individuals, and companies. We serve as the personal CFO of our clients. We assist our clients with the long-term preservation and growth of their net worth by supervising and managing their day-to-day financial affairs and business concerns. This is accomplished by working cooperatively with clients'​ service providers, such as agents, attorneys, mortgage lenders, insurance brokers and investment advisors, among others. We offer first-class service, sound planning and meaningful advice in all aspects of our clients' personal and business matters. Our stellar reputation has been earned by providing excellent service and distinctive advice to our clients.Our firm is large enough to provide all aspects of financial guidance for your personal and professional life yet small enough to provide in-depth personalized service. Our long history of successful business management has allowed us to make alliances with mortgage brokers, banks, and financial institutions both at home and abroad to provide the absolute best service possible. We are here to manage your entire financial world. Show less