Jeffrey E. Klein, CFP®

Jeffrey E. Klein, CFP®

Partner

Jeff joined Michael Roberts Associates in 1991. In 1997, he earned the CERTIFIED FINANCIAL PLANNER™ certification. He is a past member of the CNY Chapter of the Financial Planning Association and the board of directors for the CNY Estate Planning Council. As a guest, he has made special appearances on the WCNY's Financial Fitness program. He holds a BS in finance from Alfred University. Jeff lives with his wife and two children in Baldwinsville, New York.