Aidan Klein

Financial Advisor and Planner
845-750-6213

Aidan joined Beyond Wealth Management in 2018 as a student intern while attending SUNY New Paltz. Upon his graduation he was hired as a Portfolio Analyst. Aidan earned the Accredited Investment Fiduciary® (AIF®) Designation in 2022.  Attainment of the AIF Designation demonstrates the understanding of the Prudent Practices® and methodology.  Aidan supports the team by overseeing internal systems and mentoring interns.

When he is not working, he enjoys spending time in NYC and biking.

In his prior life he was a Wedding Planner.