Cfp® David J. Klein Chfc®

David J. Klein, CFP®, ChFC® is an Advanced Sales Specialist at Fieldstone Insurance Group, LLC, working with Financial Advisors and High Net Worth clients to identify planning opportunities. David J. also serves as an Instructor at Dalton Education teaching various financial planning topics. With a background in business development and wealth protection, David J. has worked with various companies such as Crump Life Insurance Services and Brandon Brokerage. Prior to their current roles, David J. held positions such as Regional Sales Vice President at MetLife and Regional Director at AIM Systems, Inc. David holds a Bachelor of Science degree in Finance from the University of Florida.