Gary A. Klein,  CFP<sup>&reg;</sup> - Financial Advisor

Gary A. Klein, CFP®

LPL Financial

24535 2nd St
Hayward, CA 94541-6801
(510) 581-1139 CONNECT WITH Gary
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General

Gary Klein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Hayward, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, CO, OH, OR, TX, VT, WA
  • Fixed annuities: CA, CO, OH, OR, TX, VT, WA
  • Variable annuities: CA, CO, OH, OR, TX, VT, WA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Starting a Family, Sudden Wealth, Nontraditional Households

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