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Kim Klein

Kim Klein | Assistant Planner | Paller Financial Services

Kim Klein

kim.klein@pallerfinancial.com

Kim Klein started with Paller Financial Services, Inc. in 2014. She acts as the firms’ bookkeeper, is a tax preparer, and an assistant financial planner. Kim is the “go to” person in the office. She is practical, insightful and has the unique ability to untangle governmental bureaucracies to get things done.

Kim and her husband Greg have two adult children and live in Highlands Ranch, Colorado. They enjoy taking their family on vacation to places where they can snorkel and enjoy the ocean.  She is a big Chicago Cubs fan!

Let’s get started planning your financial future.

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Paller Financial Services Logo

Office

9000 East Nichols Ave. 
Suite 120
Centennial, CO 80112

Contact Us

(303) 858-0045
mark.paller@pallerfinancial.com

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Paller Financial Services, Inc. is a CPA Firm licensed by the Colorado Department of Regulatory Agencies (DORA). 

Paller Financial Services, Inc. is a registered investment advisor with the U.S. Securities and Exchange Commission. 

Registration of an investment advisor does not imply any specific level of skill or training.

The information presented is provided for general information and educational purposes and may change without notice. 

Each person should seek independent professional guidance based on their situation.

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