John A Klich, CLU®, ChFC®

Wealth Management Advisor

Professional

I began my career as a Financial Representative in the winter of 1998. I started right out of college. I was drawn to the opportunity by the ability to make a significant impact in people's lives in a positive way and to develop strong relationships with my clients. Over the last 12+ years, I have had the privilege of working with hundreds of clients who have ranged from recent college graduates to privately-held small business owners. Demographically speaking, 70% of my clients range in age from 27 to 43 years old.

I am a member of the Million Dollar Round Table; an organization comprised of the top 5% of producers worldwide. I hold my Series 6, 63, and 7 licenses and have obtained the Chartered Life Underwriter (CLU) designation.  I have been a recipient of the National Quality Award from NAIFA for the last 5 years. I am an active member of the St. Ignatius College Prep Estate & Tax Council.

 

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