Alicia Klein

last updated 5/7/2018

Alicia Klein

Financial Planner and Tax Consultant at Cambridge Financial Group LLC

Location:
6700 N Oracle Rd Ste 324, Tucson, Arizona, United States
HQ Phone:
(520) 531-0550

General Information

Experience

Manager - Jackson Hewitt Inc

Student - University of Arizona

Education

BSBA - Marketing , University of Arizona - Eller College of Management

Recent News  

About Us - Cambridge Financial Group

Alicia Klein, CFP®, EA Photo
Alicia Klein, CFP®, EA Lead Advisor Read Bio Close ALICIA KLEIN, CFP®, EA Lead Advisor Alicia Klein is a Certified Financial Planner™. She is a graduate from the University of Arizona - Eller College of Management with a BSBA in Marketing and has worked for Cambridge since 2011. Alicia specializes in tax strategy and savings, debt reduction plans and integrative investment plans. She is a Investment Advisor Representative and enrolled to practice before the IRS. In her spare time, she enjoys traveling with her husband, Sam, skiing, yoga, and cooking for friends and family.

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Services - Cambridge Financial Group

Alicia Klein, CFP®, EA Photo
Alicia Klein, CFP®, EA Lead Advisor Read Bio Close ALICIA KLEIN, CFP®, EA Lead Advisor Alicia Klein is a Certified Financial Planner™. She is a graduate from the University of Arizona - Eller College of Management with a BSBA in Marketing and has worked for Cambridge since 2011. Alicia specializes in tax strategy and savings, debt reduction plans and integrative investment plans. She is a Registered Investment Advisor and enrolled to practice before the IRS. In her spare time, she enjoys traveling with her husband, Sam, skiing, yoga, and cooking for friends and family.

Read More

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