Vetted Advisor's Table

Michael Klein, CFP®
Bleakley Financial Group

Tel: 973-575-4180 Ext. 335
100 Passaic Ave
Suite 300
Fairfield, NJ 07004
Bleakley Financial Group | Financial Advisor in Fairfield ,NJ

About Michael Klein

Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients wealth.

Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements.

Mike is an avid fitness enthusiast and sports fan. He is a CERTIFIED FINANCIAL PLANNER (CFP®) and holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.

With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

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General Information

Firm Start Year:   1985
No. of Employees:   100-499
Insurance License#:   19185005
Name of Broker/Dealer:   LPL Financial
States Licensed in:   NY, NJ, MO, PA, FL, VA
Number of Years with Current Firm:   12
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Estate Planning & Trusts


Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability

Firm Information

Assets Managed by Firm:   7,454,388,626
Advisor's Number of Clients:   300
Assets Managed by Advisor:   $250,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Flat Fee


Bachelors   Mount Saint Mary College  - New York


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Additional Detailed Disclosures



Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.


Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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