Louis L. Kline, CRPC®
Managing Partner, Financial Planner
As a co-founder and managing partner of Dean Avenue Planning Group, Lou has nearly 30 years of experience in the financial service industry. He develops high quality financial plans for clients that look to take the “what ifs” out of life’s unknowns, mitigate risk, and deliver lifetime income in retirement.
Lou earned a bachelor’s degree from Roger Williams University, holds FINRA Series 6, 7, 24, 26, 65, and 66 licenses, and is a Chartered Retirement Planning CounselorSM (CRPC®). A natural educator, he takes great care in ensuring his clients understand how his recommendations are designed to meet their goals.
Outside of the office, he resides in Milford with his family and has been an active member of the Milford Lions Club for more than 15 years. He enjoys spending time outdoors and going on long distance bike tours.
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Dean Avenue Planning Group | 29 Dean Avenue, PO Box 347, Franklin, Massachusetts 02038
Chris Phone: 774-573-8947 | Lou Phone: 781-771-7535 | Email Chris | Email Lou