The principals of KPP Financial have decades of education and experience that have shaped their investment and business philosophy.
Stephan G. Peasley
In 1999, Steve Peasley left a 24 year career in the insurance field to begin a new career in the securities industry. He joined Gerald Klein & Associates, Inc. as an Assistant Representative. Following the death of Jerry Klein’s partner Lyle Pavlis, Steve purchased a 50 percent share of Klein Pavlis Financial, Inc., and the firm was renamed Klein, Pavlis & Peasley Financial, Inc. Building on his success in the personal financial field, he has lead the firm to immense growth and success. For the past decade he has hosted the daily radio program, InvestTalk, in addition to authoring his book, "Above Average Investing for the Average Investor", which has helped thousands of individuals. Steve's core competency is his competitive nature, which drives him to be keenly attentive to his clients' investments, as well as his own.
Justin A. Klein
Drawing from his mentorship at the hands of our Founder, his grandfather, Jerry Klein, Justin drives the firm's asset allocation strategy, creates strategic market forecasts and analyzes individual investments. Justin joined KPP Financial in 2002 researching and analyzing securities and mutual funds. For the past five years he has co-hosted the daily radio program, InvestTalk. Justin is also a regular contributor to KPP's weekly financial newsletter. He graduated from Chapman University in Orange, CA where he majored in Business Administration with an emphasis in Finance and a Minor in Economics. In 2008, he became a KPP Financial partner.
Portfolio ReviewSchedule a Meeting »
Get a free expert opinion on your current financial standing, or more info on our investment programs. We have helped thousands of people in the past and we can assist you via an in person meeting, phone call or e-mail.