David C Kleinman, CFP® CANDIDATE, AFC®, CPFA

David C Kleinman, CFP® CANDIDATE, AFC®, CPFA

Associate Advisor

David first started working in finance in 2016 and has since graduated from UVU in personal financial planning with a minor in business administration and management. He has received the AFC® (Accredited Financial Counselor) and CPFA (Certified Plan Fiduciary Advisor) designations and has passed the CFP® (Certified Financial Planning) test. His goal is to help people learn to make money work for them, and to ease the stress of managing finances.