Greg Klein

Greg is a Vice President at HFG. Greg’s primary focus is client management, and he provides employees with comprehensive financial education and planning services.

Financial equity and accessibility are Greg’s driving forces. He commits himself to helping each employee achieve retirement success and financial wellness, no matter where they are on their journey. Greg is also fluent in Spanish, allowing him to make financial education accessible to Spanish-speaking individuals.

Greg earned his Bachelor’s degree in International Business from St Cloud State University before earning his Master’s degree from Texas A&M University. He holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Plan Fiduciary Advisor (CPFA®) designations. Greg enjoys staying fit through triathlons and spending quality time with his wife and their two dogs.