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Daniel Klein

CFP™, Wealth Manager

“It’s an honor to help my clients through the peaks and valleys. It’s way more than managing their money, it’s being a passionate partner for their life’s journey.”

Let's Talk About Daniel
Daniel Klein
  • Financial Planning

    When it comes to accumulating, growing and preserving wealth, nothing is more important than having a plan. It’s essential to have clear direction for how you are going to hit your milestones and achieve your goals. Sure, things in life will change, and you can adjust for them. But having a carefully crafted plan is mission-critical and gives you the confidence to move forward.

  • Retirement Plan Services

    We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

  • Investment Management

    One of Daniel's greatest strengths is his ability to listen. He listens intently to his clients so he can understand their hopes, fears and goals. Then his team carefully creates and meticulously manages an investment portfolio aligned with his client’s immediate needs and long-term objectives.

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  • Coordinated Communication

    Wealth management doesn’t happen in a vacuum. It’s not just about the financial advisor. It takes a carefully coordinated group of professionals working together. Daniel and his team make sure everyone on your team has the information they need to execute your plan and contribute to your success.

  • FETCH Financial Life Hub

    It’s your financial life in one easy-to-access place. It’s where you get statements and reports. It’s where you can electronically store essential documents. It’s where you can go, anytime and from just about anywhere, to get the information you need to monitor your progress and see your goals come to life.

    See First Hand Our Client Portal Experience
  • Education

    Daniel knows how important it is for his clients to understand how planning, saving and investing works. Because only then can they make informed decisions about their future. Beyond his clients, he’s passionate about teaching young people about financial planning so they can start early — which can make all the difference in the world.

  • StrongHer Money

    Recognizing that men and women think and talk about money differently, RFG created an educational website designed for women to learn how to live financially fearless.

    Visit StrongHER Money
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Contact Daniel

Three City Place Drive, Suite 590
Creve Coeur, MO 63141

E: dklein@rfgadvisory.com
P: (314) 432-2229

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An award-winning RIA

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

* As of June 30, 2021.

  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Industry Era 10 Most Innovative CEOs of 2021
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • WealthManagement.com 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch
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To learn more about Daniel, the financial services, or to get started now developing a financial plan for your future, you may call Daniel at (314) 432-2229, email him at dklein@rfgadvisory.com or send him a message below.