Wally Klein

Wally works with SFC Financial, LLC, helping clients with financial planning and investment strategies tailored to their individual goals. He works closely with clients to build personalized plans and assist them in making informed financial decisions for the future.

In addition to his work with SFC Financial, Wally also works with Swink Coplen & Company, P.C., where he has experience in tax planning and preparation. His background in both accounting and finance allows him to provide clients with a well-rounded perspective when evaluating their overall financial picture.

Wally graduated from Stetson University with a bachelor’s degree in Accounting and Finance and later earned his master’s degree in Accounting. He is currently pursuing his CPA designation and has been with SFC Financial, LLC and Swink Coplen & Company, P.C. for three years.

Outside of work, Wally enjoys spending time outdoors. His hobbies include fishing, hiking, playing sports, and a variety of other outdoor activities.