JACOB KLEIN, is an experienced LPL Financial Advisor for Livingston, who specializes in helping federal employees, at all levels, to understand their unique benefits, plan for their retirement, and pursue their short and long-term financial goals. Jake also conducts on-site pre-retirement planning seminars and briefings, focusing on both FERS and CSRS benefits, retirement income planning, government pensions, survivor benefits, Federal Employees' Group Life Insurance (FEGLI), Thrift Savings Plans (TSP), and more. Jake is proud to be partnered with Livingston, who has made a credible name for themselves in the federal benefits arena.
Born and raised in Renton, Washington, Jake currently resides there with his wife, Emily, of 12 years and their 3 children. In his spare time, Jake juggles coaching his son’s little league team, serving as a Boy Scouts of America Counselor, playing on city league sports teams, and still finds the time to attend his daughter’s numerous dance recitals. He’s grateful each day for the opportunity to meet new people and help them in pursuing their retirement goals and working toward financial security.
Jake earned his Business Management degree from Brigham Young University in Idaho.
Jake began his financial planning career in Pocatello, Idaho in 2005 under a great mentor that taught him the importance of being an independent advisor with the ability to provide suitable products and services to clients. In December of 2006, he transferred to Bellevue, WA and began to build many of the client relationships he still maintains today. In October 2008, he moved to a banking channel to increase his knowledge base within the banking industry before moving into independent status with Invest Financial Corporation in 2010.