Senior Vice President, Retirement Specialist
Meet Alex P. Kline, CFP®, RICP®
Alex P. Kline joined Duncan Financial Group, LLC, in December, 2011. Alex brings over 30 years of financial services experience to his role as Senior Vice President, Retirement Plan Specialist at Duncan Financial Group, LLC. Alex works closely with both corporate and individual clients to help them achieve their long-term financial goals. In addition, Alex is the Program Director for Duncan Financial Group’s Employee Financial Wellness Program.
Alex earned his degree in Economics from Indiana University of Pennsylvania, and received his Certified Financial Planner designation in 1991. In both 2015 and 2016, he was honored as a Top Financial Advisor by Duncan Financial Group’s broker-dealer, Cambridge Investment Research Advisors, Inc. Today, he currently holds FINRA Series 7, 24, 63 & 65, Life & Health.
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