Gary A Klein, Financial Advisor

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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.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
10/12/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
10/09/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

10/07/2026

What did it take to become the richest man in Babylon?

Ready to retire? Prepare with these key questions for those ready to take the big step.
10/05/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
10/02/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

09/30/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

The question everyone has: Will Social Security be around for you? Read this.
09/28/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
09/25/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
09/23/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

You face sequence of returns risk. Know what it is?
09/21/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Address

24535 2nd Street
Hayward, CA
94541

Telephone

+15105811139

Website

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