TEAM

Meet your financial specialists.

Kathy Klein, CFP®

Wealth Advisor

Kathy has worked in some aspect of financial planning for her entire 30-plus-year career. During that time, she has been fortunate to help a wide range of investors gain clarity on where their finances are today, where they wish to be in three to ten years, and control and confidence that their financial goals will be met.

For Kathy, it is particularly gratifying to work with women and business owners who are navigating a sudden lifestyle change such as the passing of a spouse, divorce, or the sale of their business. Some of her favorite areas of focus include financial planning, investment risk management, philanthropic planning, and the creation of income streams that are both sustainable and tax efficient.

During her career, she has been a Financial Advisor, Portfolio Manager, and Consultant at a number of independent wealth management firms. In 2014, she joined Park Place Capital Management which joined forces with Strategic Wealth Partners in 2018.

When she is not helping clients to build financial security, she serves on the board of the Versiti Blood Research Foundation and Froedtert Menomonee Falls Hospital, and is an active member of the Development Committee for the Cedar Lakes Conservation Foundation. In her free time, she loves spending time outdoors hiking, golfing, snowshoeing, and chasing her children and grandchildren.

Education

BS in Biology, St. Mary’s College
Participation in MS program, University of Illinois-Chicago

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Leadership & Community

Froedtert Menomonee Falls Hospital – Board Member, Community Involvement Committee Member, Planned Giving Committee Member
Cedar Lakes Conservation Foundation – Development Committee
Versiti Blood Research Institute – Finance Committee
Versiti Blood Research Foundation – Board Member
Impact100 MKE Founding Member

Office Location

Milwaukee, WI

Related

Financial Planning
How To Promote Financial Values Across Generations
Every family we work with is unique. However, over the years, I have found one common denominator: all have built wealth through sacrifice, hard work, and a strong set of financial values that includes monitoring spending and prioritizing saving. These values, coupled with a thoughtful investment strategy, have allowed many families to accumulate more wealth than they could ever spend in their lifetimes. As a result, a significant portion of this family wealth will be passed down to the next generation at some point in time, and many family leaders feel anxious about this wealth transfer: How will this wealth transfer impact family dynamics? Are the kids ready to assume the financial responsibility? Will they manage financial opportunities appropriately? Will the values that built this wealth live on?
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Events & Webinars
Webinar Recording | Inspired Philanthropy
The recording of our webinar on inspired philanthropy is now available. One of the keys to maximizing the impact of your charitable giving and improving the personal satisfaction that philanthropy...
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Financial Planning
The Value of a Money Mindset
Our mindset is the lens through which we see the world. The right mindset can help us meet life’s challenges and learn new skills.  Conversely, the wrong mindset can make...
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