David Kleinman CFP®, AFC®
Advisor at ProFi - The Professional Financial Company- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Credentials
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Certified Plan Fiduciary Advisor (CPFA)
NAPAJul, 2020- Oct, 2024 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardAug, 2021- Oct, 2024 -
Accredited Financial Counselor (AFC)
AFCPE® (Association for Financial Counseling and Planning Education®)
Experience
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ProFi - The Professional Financial Company
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United States
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Financial Services
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1 - 100 Employee
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Advisor
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Jan 2020 - Present
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The Professional Financial Company
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United States
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Investment Management
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1 - 100 Employee
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Associate
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Jun 2019 - Present
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Central Bank of Utah
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United States
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Banking
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1 - 100 Employee
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Loan Assistant
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Sep 2017 - May 2019
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Technician
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Mar 2015 - Aug 2017
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Education
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2015 - 2019
Utah Valley University
Bachelor's degree, Personal Financial Planning -
Utah Valley University
Minor, Business Administration and Management, General
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