Fieldstone Insurance Group, LLC
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.
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Fieldstone Insurance Group, LLC
Fieldstone insurance group is a boutique insurance brokerage that specializes in supporting clients in the alternative asset space. We help firms and individuals manage their insurance needs by offering tailored solutions to help protect them from all types of risks. We provide attentive, personalized service that creates long-lasting relationships that are the foundation of a sound financial position. Fieldstone is here for you – whenever you need us – to deliver discreet, objective and insightful information that helps you make appropriate insurance choices. When you work with Fieldstone, you get an advocate for life. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Visit www.mfin.com/Disclosurestatement.htm for more information. Fieldstone Insurance Group, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.