Alexander Klein joined Equitable Advisors, LLC in 2023 after graduating from the University at Albany with a master’s degree in information science, concentrating in intelligence analysis. Alex currently holds his New York Life and Health license and general securities representative registrations.
As a financial advisor, Alex is ecstatic and passionate about helping people develop their own personalized financial strategy plans. His supportive approach can compliment and help you make well-informed decisions about your financial future. Alex is excited to work with professionals from a myriad of industries to assist them in achieving their financial goals and the retirement they envision.
Originally from Ballston Spa, NY, Alex now resides in the Malta, NY community and enjoys exercise, hiking, cooking, country music, and spending time with family and friends. Alex’s vision is to align the lives of clients to their broader financial and life goals. Through continuous learning and improving with like-minded individuals at Equitable, Alex strongly believes there is not a problem without a solution. By respectively listening to discover more about his clients, Alex works to objectively understand each individual’s needs and what is most suitable for them. This allows for identifying what is ultimately in their best interest going forward.