After graduating from Texas Tech in 2001 with a degree in business economics, Bryan discovered his passion for breaking down complex financial concepts into simple, actionable steps. In 2002, he began his career as a financial advisor, where he quickly learned the importance of planning. Witnessing the devastating effects of the tech bubble on unprepared clients cemented his belief that "failing to plan is planning to fail."
Bryan worked with several brokerage firms before finding greater challenges at Fidelity Investments. During his time there, he earned a Master of Science in Finance from Boston University and completed his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. More importantly, he recognized the value of forming long-term relationships with clients seeking transparent and unbiased financial advice.
In 2019, Bryan founded Klein Wealth Management, LLC, to offer more personalized financial planning and investment strategies. Partnering with Charles Schwab as his custodian, Bryan is proud to always prioritize his clients' best interests. He takes pride in simplifying complex financial matters so his clients can understand how and why they can achieve their goals.
Outside of work, Bryan enjoys spending time with his wife, two teenage daughters, running, surfing and volunteering for the SIFMA foundation - which is dedicated to helping students achieve financial literacy.
Noah’s interest in financial markets began at a young age, inspired by his grandfather. This passion led him to pursue both a BA and MBA in Business/Finance from the University of North Florida. Eager to apply his knowledge in a meaningful way, Noah embarked on a career at Fidelity Investments, where he spent more than 10 years honing his skills. During this time, he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and developed a deep understanding of not only managing capital but also guiding clients through the emotional aspects of investing.
After Fidelity, Noah joined a boutique wealth management firm in South Florida, where he discovered the benefits of building closer, more personalized relationships with clients—an approach that aligned with his desire to foster greater success for them. Motivated by this experience and a strong partnership with Bryan, he joined Klein Wealth Management. Together, they are committed to putting clients’ interests first and educating them on the reasoning behind their financial decisions.
Outside of work, Noah enjoys spending time with his wife and three young children, playing golf, and traveling in search of the perfect wave.
