Kevin Klein
Senior Associate Wealth Advisor

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Kevin is a Senior Associate Wealth Advisor in the Beacon Pointe Los Angeles, California office, where he partners closely with the firm’s wealth advisory and financial planning teams to deliver thoughtful, customized strategies for clients. He plays an integral role in helping families navigate complex financial decisions, combining investment management, financial planning, and relationship management to create cohesive, goal-oriented outcomes.

Prior to joining Beacon Pointe, Kevin worked as both a Client Relationship Specialist and Portfolio Manager at Morton Wealth, where he gained hands-on experience in portfolio construction, client service, and long-term investment strategy. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, reflecting his commitment to delivering comprehensive, fiduciary advice.

Kevin earned his bachelor’s degree in accounting from California State University, Long Beach, and holds an MBA from California State University, Dominguez Hills. He lives in Los Angeles with his wife, daughter, and their golden retriever. Outside of work, Kevin is an avid baseball fan who enjoys traveling and attending live entertainment.