Justin Klein is a financial advisor with Klein Pavlis & Peasley Financial, Inc. in Irvine, CA, holding a Series 65 designation and 21 years of industry experience. He has been with Klein Pavlis & Peasley since 2003. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.

Andrew Ryan is a financial advisor with Klein Pavlis & Peasley Financial, Inc. based in Irvine, CA. He holds a Series 66 designation and has seven years of industry experience. Ryan’s background includes roles at Magic Elite, Bank of America, Merrill, and KPP Financial. Outside of finance, he owns and operates a basketball coaching program focused on training youth fundamentals in Southern California. Klein Pavlis & Peasley Financial provides discretionary investment management services to individuals, including high-net-worth clients, and corporate entities. The firm emphasizes client education through public newsletters and online classes and integrates a third-party digital estate-planning service into its advisory process.

Jason Topor is a financial advisor at Klein Pavlis & Peasley Financial, Inc. He holds a Series 65 designation and has 21 years of industry experience, all of which has been with his current firm since 2005. The firm provides discretionary portfolio management primarily for individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. Klein Pavlis & Peasley also offers a weekly periodical and public educational programming, distinguishing itself by integrating investment management with fee-based publications and educational services.

Luke Guerrero is a financial advisor with Klein Pavlis & Peasley Financial, Inc. based in Irvine, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Klein Pavlis & Peasley Financial in 2023, he worked for seven years at Dimensional Fund Advisors. He also serves as Vice President and Director of the Charles C. Volberg Company, a family-owned real estate holding company. Klein Pavlis & Peasley Financial provides discretionary investment management to individuals, including high-net-worth clients, and corporate entities through model asset allocation portfolios. The firm emphasizes client education through subscription-based offerings and integrates estate-planning services alongside a range of investment strategies tailored to client objectives.