Cody Klein, CEPA®, AIF®

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Prefer to discuss over the phone? 833-416-4702

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We work with households having a minimum of $500,000 in U.S.-based investable assets.

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Law Enforcement Aviation Sports Dentists Catholic Focus

Cody Klein, CEPA®, AIF®

Wealth Manager

Articles by Cody Klein, CEPA®, AIF®

Let's Get to Know You

Where is your primary residence?

How May We Reach You?

Did Someone Refer You to Creative Planning?

What is the Approximate Amount of Your Investable Assets?

Personal Wealth

Family Office

401k & Business Services

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