Chris Kleman

Chris Kleman, CFP®, is a financial services leader with a strong track record in team performance, client relationship management, advisory sales, and financial planning. They served as a Retail Investment Consultant at Fifth Third Securities from 2003 to 2008 and later held multiple leadership roles at Fidelity Investments from 2015 to 2016. From 2016 to 2020, they worked as the Affluent Segment Executive at Yellow Cardinal Advisory Group, where they developed and executed segment strategies while overseeing various banking and advisory teams. Chris also directed investment planning and client experience at First Financial Wealth Management. Chris earned their degree from Xavier University - School of Business Administration between 2006 and 2010.