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Welcome to Klein Financial Services

Your well being is our concern

Klein Financial brings over two decades of experience, dedication and client commitment at the forefront of its services, under the headship of Claudette G. Klein, CFP  Certified Financial Planner.  *Credential History and Certificates available by clicking here


Invest your hard earned money wisely

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Life Insurance

Make sure you are covered

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Health Insurance

Choose from our wide variety of health insurance provider

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Dental Insurance

Choose from our wide variety of dental insurance providers

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“Integrity, efficiency and excellence, giving YOU security for the future with proven experience and benefits.”


Certified Financial Planner ™ practitioner

CA Insurance License # 0812194

Member, MDRT, The Million Dollar Round Table

NAIFA (National Association of Insurance and Financial Advisors (NAIFA)

Check the background of Ameritas Investment Company, LLC. or this investment professional on Ameritas Investment Company, LLC.

Products and Services

  • Life Insurance
  • Educational Fund (College 529 Plans and Coverdell plans)*
  • Health Insurance
  • Retirement Plans*
  • Disability Income Insurance
  • Mutual Funds*
  • Mortgage Insurance
  • Personal Financial Planning*
  • Notarial Services (Mobile service available)
  • Long Term Care Insurance
June 19, 2013

KF Moments

Klein Financial Moments (KF Moments) is a collection of photos taken from conventions Ms. Klein has attended and her business trips.
June 26, 2010

Claudette Klein, Century Club Award Winner…again!

We want to congratulate the award winners at the recent Aviva Leaders Club. Atendees included Cenco Associates, Jim & Lorraine Conaway; Marty & Cyndi DiSanto, Claudette Klein, John & Tracy…
June 4, 2010

Constant Follow-Up Is Key to Success

Central Life's 1993 Master Pacesetter is CLAUDIA GONZALES of the Altmann Agency in California. When you first meet Claudia, you see a poised individual with a smile on her face;…