Klaus G. Steinke is a Wealth Advisor at Avior
Klaus Steinke has spent the better part of two decades doing something most people in finance talk about but rarely prioritize: actually sitting down with clients. Since 2006, he’s built his career face to face, focused on retirement planning and the kind of investment management and financial planning work that makes a real difference in people’s lives.
Along the way, Klaus gained experience at Edward Jones, Merrill Lynch, Fidelity Investments, and now Avior. Each stop taught him something different, different training philosophies, different approaches, different types of clients, and that range of experience shows in how he works today.
He holds a Bachelor’s degree in Leadership from Bellevue University and is a registered CFP® in good standing.
Ask Klaus what keeps him going and he’ll tell you it’s the relationships. Seeing a client reach a goal they’ve been working toward for years, being a trusted part of that journey, that’s what he’s in it for. The clients come first, and that’s not a tagline for him. It’s just how he operates.