Gary A Klein, Financial Advisor

Gary A Klein, Financial Advisor Securities and advisory services offered through LPL Financial, a registered investment advisor. Mem Member FINRA/SIPC. www.finra.org, www.sipc.org.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Consider a bucket plan to go with your bucket list.
09/04/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
09/02/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

08/31/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

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You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
08/28/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

08/26/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

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Do your kids have the right stuff for college?
08/24/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What should you look for in a personal finance app?
08/21/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

Every year since 1947, the U.S. President pens an economics textbook.
08/19/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Do you have a will? Is it updated?
08/17/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
08/14/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

Address

24535 2nd Street
Hayward, CA
94541

Telephone

+15105811139

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