Justin Klein

Radio Show Host - InvestTalk

Registered Investment Advisor (RIA) at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA

About

I am an opportunistic investor with a deep understanding of the equity markets and investor psychology. Through 14 years of experience I have developed a unique strategy based on extensive analysis of businesses and market cycles. My experience allows me to guide my clients to make the right decisions based on their goals and risk tolerance level. I am a Registered Investment Adviser, Licensed Realtor and Radio Talk Show Host (InvestTalk and Talking Ventures).

Contact
(949) 484-0509
Address
34232 Pacific Coast Hwy Ste B in Dana Point, CA 92629
Info
Year started: 2002

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by swh3009

Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
As the folks in the land business like to say, "They aren't making any more of it." Do you have the funds available today? Will the land likely cost more ten years f...
Borrowing Financial Planning Investing & Retiring
Q&A
Asked by Judie

Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA
That is a really hard question to answer, because there are many different types of mutual funds. Cathy has covered the basics, and I agree with her that you really n...
Investing & Retiring Mutual Funds
Q&A
Asked by an anonymous user

Answered by Justin Klein
Registered Investment Advisor (RIA) in Dana Point, CA
There are many types of bonds and safe is a relative term. Not all bonds should be treated equal. The longer term the bonds are the more they will be affected by r...
Bonds Financial Planning Investing & Retiring
3
See more of Justin Klein's answers

Posts

Article  
Can You Afford that House?

Article  
“Bernanke Put” and “Yellen Covered Call”

Specialties

  • Bonds & Fixed Income
  • Commodities
  • Equities
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Servicing

Credentials

Licenses

Series 65

Associations

South Bay Association of Realtors

Certifications

Real Estate Salesperson License

Background

Experience

FINANCIAL ADVISOR/TRADER
Owner

Education

Chapman University