Justin Klein

Certified Financial Planner™️

Justin has a passion for the financial markets where he has worked since 2004 and enjoys the learning experience. He was born in Livingston, New Jersey and moved, as a youngster, to Bozeman, Montana in 1988. He attended Montana State University, graduating in 2004 with a major in Finance and a minor in Statistics, and then returned to New York where he started in the investments profession working for Morgan Stanley. After returning from a trip to Israel in 2008, Justin decided to return to Bozeman to continue his career and shortly thereafter, he joined Stifel. During this time, Justin received a degree in the Financial Planning Education Program from Kaplan University and obtained the Certified Financial Planner™️ designation. After 8 years at Stifel he decided to open his own financial planning firm and also, became the co-founder of a vertically integrated cannabis business. Combining his experience in the finance and cannabis industries, Justin has focused his business on helping cannabis business owners reduce taxes, retain employees, and fund retirement through financial planning.