Alicia Klein, CFP®, EA is currently employed as a Senior Financial Planner/Partner at Cambridge Financial Group, LLC. Prior to this role, Alicia also worked as a Financial Planner at the same company. Alicia also has managerial experience from their time at Jackson Hewitt Tax Service Inc. Alicia started their professional journey as a student at The University of Arizona, where Alicia graduated with a Bachelor of Science (BS) in Marketing. Alicia furthered their education at New York University and participated in a program at Nanjing University.
Current role