Team Member Profile
Aaron Klein, CFP®
Associate Integrated Wealth Advisor
Professional Biography
Aaron Klein is an Associate Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Aaron collaborates with clients and advisors across the firm on all aspects of planning and portfolio management. He is responsible for facilitating client meetings, preparing presentation materials, and assisting with portfolio management. In addition, Aaron is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Aaron received his Bachelor of Arts in finance from Augsburg University and went on to complete Boston University’s financial planning certificate program. He holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. Aaron brings to CCM 10 years of experience in the financial services industry, including time in investments and financial planning. He is a skilled analyst who holds a deep knowledge of the investment options at two key CCM custodians and a natural relationship-builder with a genuine commitment to extending extraordinary client service and care.
Aaron resides in Lakeville, Minnesota, with his wife and two children. When he isn’t busy with family life, Aaron tries to keep his stubborn beagle out of trouble or relax by playing video games with friends.
Personal Thoughts
As an advisor, I understand financial decisions can be very overwhelming. My goal is to simplify the options for peace of mind and confidence in a path forward. What I find most fulfilling about my profession is the relationships built with clients. I have a strong passion for helping people maximize their financial situation and overall wellbeing. I’m driven every day by the trust clients place in our team, an honor we earn by understanding their needs. The less stressed you are about your financial needs, the more time and energy you can spend on what is truly important to you and your family.
Featured Video and Quote
"There’s tremendous joy to be found in engaging in purposeful conversations that allow families to share their hopes and dreams for the future and, in turn, design a strategy to help them achieve those goals."