Member Profile
Phyllis Klein
Director
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Stockton Connections |
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Randolph & Klein Financial Solutions 2087 Grand Canal Blvd #5 Stockton, CA 95207 209-956-1212 Website |
| Business and Company Details:
I am a Behavioral Financial Advisor and a Registered Social Security Analyst. I assist individuals with an in-depth analysis of their Social Security benefits and when and how to apply for them. Randolph & Klein Financial Solutions works with employers to create ideal benefit packages for themselves and their employees. We educate 'business owners' and employees on all aspects of:
We work with retirees and seniors regarding Medicare Supplement and Medicare Advantage plans, Prescription Drug Plans, and Long Term Care. As Financial Planners, we offer Advisory Services to those individuals and companies needing and wanting customized financial planning. Every one deserves to have a Financial Plan and we will create one for you! Our team takes great pride in providing exemplary service! Contact me directly: Phyllis@randolphandklein.com or 209-956-1212. |
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| My education, training and business experience
I am a Registered Representative and Investment Adviser Representative offering securities through Osaic Wealth. I hold a designation as a Behavioral Financial Advisor and a Registered Social Security Analyst. I received my BA in Behavioral & Social Sciences from University of Maryland, College Park. |
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| When I m not working, I enjoy . I love my career and what I do for my clients. When I am not working, I love spending time with my husband, our daughter, and our dogs. I enjoy yard work, swimming, movies, reading, and being outside. |
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| Some of the Clubs, Associations and Volunteer activities that I participate in are
My volunteer and community activities include:
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| Gold Star Information Year Joined: 2016 |
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