Aidan Klein is the client services manager with The Kelton Financial Group. In his role he serves as an integral member of the KFG planning team. Aidan helps our clients navigate insurance policies, uncovers gaps in their financial plan, and assists new clients with their goals. Aidan has his Series 7, Series 63, and Series 65 and the NYS Life, Accident and Health insurance license.
Prior to joining the Kelton Financial team, Aidan worked as a paraplanner and as a financial representative in the Hudson Valley area. He brings extensive knowledge and experience in the financial planning sector.
Aidan has a Bachelor of Science in General Finance from State University of New York at New Paltz. During the winter, Aidan enjoys snowboarding with his significant other and summer weekends bring wedding planning season. He has been folding Origami since the age of seven and enjoys educational reading, especially on topics like Philosophy and Psychology. In 2023, Aidan adopted a kitten named Nami.
