Cary R. Kleinfield,  CFP<sup>&reg;</sup> - Financial Advisor

Cary R. Kleinfield, CFP®

Sr. Vice President

Kleinfield Wealth Group

9726 Commerce Center Ct., Suite 2
Fort Myers, FL 33908
FINANCIAL ADVISOR'S WEBSITE
(239) 322-5020

General

Cary Kleinfield is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kleinfield Wealth Group in Fort Myers, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA Marketing; MBA Management

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Kleinfield Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.  Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

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