Scott C. Klein in

Scott C. Klein

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Partner at TPS Financial
📍 Marlboro, New Jersey, United States

Scott is a Senior Partner and CERTIFIED FINANCIAL PLANNER™ at TPS Financial with experience since 1995. He specializes in retirement and investment services for public school employees and private business owners. He holds a BS from the University of Richmond and a coaching credential from Columbia University.

Outside of his professional life, Scott resides in Manalapan, New Jersey, with his wife, Debra, and their two children, Jaiden and Asher. This strong family focus complements his work in securing financial futures for other families.

Unique fact: Scott has helped his clients accumulate over $650 million in retirement plan assets under his advisement.

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Experience
31 Years
Current Role
Partner
Location
Marlboro, New Jersey, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Scott cares about

Retirement Planning
A primary focus of his practice is creating individualized financial roadmaps for retirement, particularly for public school employees using 403(b) plans.
Holistic Financial Coaching
He earned a Credentialed Holistic Financial Coach designation from Columbia University, indicating a focus on comprehensive client well-being, not just investments.
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Career

Work history

1-2017
Partner
TPS Financial
7-1995 - 1-2017
Financial Advisor/Vice President
AXA Advisors, LLC
In the press

Media appearances

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Education
1991 - 1995
Bachelor of Arts (BA)
University of Richmond
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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