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Geoff Klein, BFA™, CRPC®

Geoff Klein, BFA™, CRPC®

Financial Planner

Location: Mankato, MN office

As a financial planner and certified Behavioral Financial Advisor™, Geoff helps clients plan for the unexpected and the certainty and uncertainty of life and market and economic trends. Geoff takes a rigorous approach to his planning and understands the importance of designing a financial plan that is continuously monitored to navigate life’s changes as future events unfold.

The importance of planning for the unexpected is deeply personal for Geoff. He became interested in finance as a boy when he had a job at his Dad’s office putting labels on envelopes which contained client’s monthly statements. Geoff naturally wanted to be like his Dad and as he got older, he realized the important impact his Dad’s personal financial planning had on the family when he died at age 51. Geoff had just turned 15 and his brothers were 12 and 19. Thanks to thorough financial planning, his Dad had life insurance to protect the family. It was hard enough to lose a parent without also adding a massive lifestyle change – thankfully, they were able to avoid the latter. Geoff takes his personal experience and applies his learnings to help client be prepared for the times when they need a plan the most.

Geoff graduated from Minnesota State University, Mankato with a Bachelor of Science degree in Finance with an emphasis in Personal Financial Planning. He obtained his Chartered Retirement Planning Counselor designation and his certification as a Behavioral Finance Advisor to better equip him with the tools and perspective to advise clients when they are faced with intense and often competing emotions around financial decisions.

When he is not in the office, Geoff enjoys playing competitive golf and spending time with his wife Jana and boys, Owen and Palmer. He has served on the Board of Directors of the LeSueur Country Club as Vice President and with the Minnesota Golf Association.