Senior Financial Advisor
Jeffrey Kline, C(k)P®, CRPS®, AIF®, uses his passion for numbers to look out for our clients’ best interests. He strives to guide corporate clients to set up successful retirement plans that provide better benefits to their employees. He recognizes the difference an exceptional program can make in those employees’ lives and is motivated to make a difference for them. Jeff focuses on relationship management and business development, bringing a depth of knowledge to his work that our clients appreciate.
Jeff has worked for Stonebridge Financial Group since 2007. He has twice been named one of the Financial Times 401 Top Retirement Advisers in the United States, an honor bestowed on an elite cohort of advisors who specialize in serving defined contribution (DC) retirement. Jeff’s background in 401k administration makes him an invaluable asset to our clients.
Jeff graduated from Lebanon Valley College with a bachelor’s degree in business with a concentration in management and marketing. Jeff and his wife have two daughters. He serves his community as a past President of the Elizabethtown Rotary Club and Executive Treasurer for Pennsylvania DeMolay.
Private Equity Investments in 401(k) Plans – June 29, 2020