Broker Check
Jeff Klauenberg, MA, CIS™, CFP®

Jeff Klauenberg, MA, CIS, CFP®

Portfolio Manager

For over thirty years Jeff Klauenberg, MA, CIS, CFP®, has focused on finding solutions to retirement problems. Trained as a clinical psychologist, he approaches retirement planning challenges by first understanding the client's concerns and then developing strategies to eliminate those concerns. By becoming a Certified Income Specialist and a CERTIFIED FINANCIAL PLANNER professional, Jeff extended his education beyond his Masters degree in Clinical Psychology. This combination of disciplines gives him the comprehensive and current knowledge to help develop creative solutions for his clients' retirement and estate planning needs.

Since 1983 Jeff's firm has continually aimed to be on the cutting edge of financial and retirement planning. Through the 1980s, he was an active member of the International Association for Financial Planning. In the 1990s, he became active with the Financial Planning Association, National Capital Area, and served on their Board of Directors for several years. For over ten years Jeff served as a finance officer for his church, managing their endowment fund investments. From 2009 to 2014 he was a Board member acting as 2nd Vice President for the non-profit AT:LAST, the MD Assistive Technology Co-op.

With over 30 years of planning experience, Jeff has managed retirements successfully through some of the difficult economic and financial markets in history. He has advised many clients throughout their retirements from the day they retired to the day they passed on to greener pastures. His strategies and innovative concepts have helped him receive national recognition and he has often been called upon to share them on a national stage with other industry leaders. Jeff is an active member of the Maryland Financial Planning Association and the Independent Excellence Group, a highly regarded national think tank comprised of leaders from the financial services arena.

Recently Jeff has authored How To Properly Diversify Your IRA Account (Go BankingRate), been quoted in Michigan PRIME's Time is Money section's article Why Delaying Your Social Security Retirement Benefit Makes Sense, and co-authored the book What You Don't Know About Retirement Income Can Hurt You. Jeff and his wife, Sue, have five children and six grandchildren. They have lived in Laurel for over 30 years and have been actively involved in school activities and volunteered as various commissioners with the Laurel Boys and Girls Club.