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MEMBER PROFILE

 

Shawn Klotsche

The Wealth Alliance

 

Member profile details

Membership level
Long Island Emerging Professional (39 & Under)
First name
Shawn
Last name
Klotsche
Title
Financial Planning Analyst / Associate Financial Advisor
Company
The Wealth Alliance
 

CONTACT INFORMATION

City
Melville
State
New York
 

PROFILE INFORMATION

Call me when
I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.
Why I/we support XPX
Networking
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Business growth
  • Business management
  • Capital markets
  • Cash management
  • Debt
  • Employee benefits
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Consumer Services
  • Education
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Travel/Recreation/Leisure
Professional Certification(s)
CFP, MBA
In Business Since
2018
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