Registered Principal
Local: 239-322-5020
For more than 40 years Cary Kleinfield has been helping clients work toward their unique financial goals. Cary creates custom plans that are designed specifically to consider not only client investment objectives but also their risk tolerance levels. He strives to provide proper investment advice and always act in the best interest of his clients.
A graduate of Oglethorpe University in Atlanta, Cary earned MBAs in both marketing and management from American Intercontinental University. He is a CERTIFIED FINANCIAL PLANNER® Professional and Wealth Management Specialist.
He joined Raymond James in 1989. This background allows him to concentrate on working with clients specifically on implementing a plan for their investments while his team provides the level of client service that builds successful long-term relationships.
A resident of Fort Myers, Florida, Cary is active in The Rotary Club of Fort Myers. Cary also shares his professional skills in a positive way as a Junior Achievement volunteer, teaching programs on financial literacy to students. Away from the office, Cary is an automobile aficionado and enjoys traveling.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
