founder and managing partner at walled lake planning & wealth management llc@ Walled Lake Planning & Wealth Management
Howard Klieger
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Emory University - Goizueta Business School
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FlashIntel GPTHoward Klieger is a highly experienced professional with over 40 years of work experience. He has held various positions in the financial services industry, including Founder and Managing Partner at Walled Lake Planning & Wealth Management and Senior Vice President at RBC Wealth Management. He also worked as an Investment Advisor and Founder at Oppenheimer & Co. Inc. Howard Klieger has a strong background in general management and has worked with a wide range of clients, including individuals, small businesses, and institutional investors. He is currently based in Wilmette, Illinois.
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Emails and Phone Numbers
Work Experience
founder and managing partner at walled lake planning & wealth management llc
Founder | Managing Partner
Financial Services
Howard Klieger's Professional Milestones
- Founder | Managing Partner (2018-12-01~): Building a successful, sustainable company and fostering business partnerships.
- Senior Vice President - Financial Advisor, Senior Consulting Group (2003-09-01~2018-09-01): Established strategic partnerships and achieved record-breaking sales, solidifying the company's reputation as an industry leader.
Education
Finance,
General
1979-1981Certification
Colleagues
Sarah Grayer, CFP®
senior client associate at walled lake planning & wealth management
Noel Cooper, CFP®
Founder | Managing Partner
Zach Walters
chief investment officer at walled lake planning & wealth management
Yi Ding
cpa mba msa
Sarah Grayer, CFP®
senior client associate at walled lake planning & wealth management
Other Named Howard Klieger
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Howard Klieger's social media include: Linkedin,
Howard Klieger works for Walled Lake Planning & Wealth Management
Howard Klieger's role in Walled Lake Planning & Wealth Management is founder and managing partner at walled lake planning & wealth management llc
Howard Klieger works in the industry of Financial Services
Howard Klieger's colleagues are Sarah Grayer, CFP®,Noel Cooper, CFP®,Zach Walters
Howard Klieger's latest job experience is founder and managing partner at walled lake planning & wealth management llc at Walled Lake Planning & Wealth Management
Howard Klieger's latest education in Emory University - Goizueta Business School
