Jacob D. Klein
Jacob has been a Financial Advisor since 2005 when he was trained at Edward Jones, followed by a brief stint on the banking side at Key Investment Services. In 2008 Jacob joined Invest Financial as an Independent Financial Advisor and remained there until LPL acquired them in the spring of 2018.
As a Chartered Federal Employee Benefits Consultant (CHFEBc) Jacob has been specifically trained in Federal Benefits. Teaching courses and seminars he frequently educates Federal Employees to equip them with a thorough understanding of federal benefits and associated retirement planning. Jacob offers a free, no obligation benefit analysis to all Federal Employees.
He specializes in retirement income planning, but is also experienced in 401K's, College Savings Plans, Life Insurance, Long Term Care Insurance, Portfolio Reviews, Retirement Benefit Analysis, and more.
Jacob grew up in Renton, WA. He's a BYU grad. He recently celebrated his 25th anniversary with his beautiful with Emily. Jacob has 3 wonderful children, 2 in college (Taylee at BYU-I studying Music, and Rohne playing Baseball at San Jose State) and Tristan in High School. Jacob keeps himself busy by golfing, playing hoops, and coaching high school football.
How would you describe your personality in one sentence?
Treat others the way you'd want to be treated.
What is your fantasy job?
General Manager for a sport franchise.
What are your wardrobe constants?
Lord of the Rings & Hobbit… All of them
What unknown talent do you have?
I'm a pole vaulter, my Dad was also a pole vaulter and coached me in High School…
