Justin J. Klein, CFP®
Justin has been with Capital Asset Management since 2013. Justin spent the first twelve years of his career running the investment division of a CPA firm where he assisted clients with financial planning, portfolio management and tax solutions.
Justin works directly with clients helping them develop, implement and monitor a comprehensive financial plan. He is also responsible for overseeing the portfolio management of the company, and through extensive training, Justin has learned the particulars of the various federal benefit programs. He works with federal employees and their families to make the most of those benefits - both while working and in retirement.
Justin graduated from Oklahoma Baptist University in 2000 with a degree in Business Administration. Justin is a Certified Financial Planner Professional (CFP®). He has a Series 7, 66, and an Oklahoma Insurance License.
Justin is originally from Nebraska and is still an avid Husker fan. He and his wife, Nicki, live in Edmond with their four children.
Justin and his family are very active and love being outdoors. They are also involved at their church where they teach high school students.
“I started saving for my first car when I was 9 years old. When I was 12 my grandmother introduced me to the world of stocks. I have always been fascinated by finances and love helping others understand the impact of financial decisions.”