About Us

For over twenty years, owner Claudette Klein built a reputation as a trusted financial advisor in the Bay Area. Ms. Klein is committed to providing quality service to you and the community. She believes that a combination of honesty, reliability and integrity is the recipe for success. The company’s objective is to provide excellent and consistent service to our clients. We are looking forward to assisting you in your financial planning needs.

Check the background of Ameritas Investment Corp. or this investment professional on FINRA’s BrokerCheck

Mission Statement

To help provide financial security and long term financial wealth with the highest ethical standards in the industry.

For more information please call:

Office: (650) 858-8065
Fax: (650) 618-2070 or (650) 565-8949
Cell: (650) 387-4098
E-mail address: cklein@aicinvest.com

Family Background

Claudette is a resident of Palo Alto, CA. She has three children; Mikaela Anne, 17, is incoming college freshman; Savannah Marie 14, is an incoming 11th grader, and Tatiana Nicole 13, is an incoming 9th grader.