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William Klein

William Klein

Financial Advisor

William Klein is a native of Queens, New York, with a bachelor's degree in economics from the University of Binghamton.  Because of his background in economics, William naturally found himself in the world of finance following college.  During the year he worked under his mentor, Anthony Macaluso, William absorbed all he could about the business.  This enabled him to use his knowledge of finance and economics to help people reach financial independence.

As a former competitive golfer, William learned early on how important it is to plan moves strategically to set himself up for success.  In golf, that meant developing a killer short game so that he could finish the hole in as few strokes as possible.  In business, it means providing his clients with strategies designed to generate wealth, maximize the value of their assets and enhance their quality of life - all while helping to protect their financial security.

When he's not working, you can usually find William working on that short game, fishing out in Montauk or snowboarding wherever there's snow.