Our Qualifications

Michael Klein, owner of Klein Financial, is a native of Mesa and has been a financial advisor since 2003. As a business owner himself, he understands the challenges you face and the needs that arise in securing your personal financial future while managing the finances of your business.  Michael is a member of the National Association of Insurance and Financial Advisors (NAIFA).  He stays current with the changes that occur in the financial services industry so that he can keep his clients informed of any new developments.

Michael received his Bachelor of Science in Finance from Arizona Sate University in 1996.  He later received his Master’s degree of International Management in 1997 from Thunderbird, American Graduate School of International Management. Since then, Michael has worked as a Financial Analyst for both Electronic Data Systems Corporation and Intel Corporation and as the General Manager of Concrete Pumping Services, Inc., in which he transitioned the management of the company after the death of the owner.

Michael’s sincere interest in people, knowledge and work experience make him a reliable financial advisor.