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Shawn Klotsche

Financial Planning Analyst / Associate Financial Advisor

The Wealth Alliance

Melville, New York

Professional Profile

Call Me When

Call Me When... I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.

Contact Method

sklotsche@thewealthalliance.com

Profession

  • Wealth Manager

    • Professional Certifications

    CFP, MBA

    Functional Expertise

  • Business development
  • Business growth
  • Business management
  • Capital markets
  • Cash management
  • Debt
  • Employee benefits
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Consumer Services
  • Education
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Travel/Recreation/Leisure

    • Client Results

    Membership

    Long Island Emerging Professional

    Member Since

    Member for 1 year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Networking

    Make XPX Part of Your Business Plans

    Attend an event
    Join a chapter
    Start a chapter
    Find an advisor

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