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


  • 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


    Long Island Emerging Professional

    Member Since

    Member for 1 year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX