Kirk Klein

Kirk Klein is a Managing Partner at Koss Olinger, a leading wealth management firm in Gainesville, Florida, where he has served since 1995. He is responsible for leading the firm's comprehensive financial planning initiatives, specializing in estate planning, business transition strategies, and multi-generational wealth transfer for affluent individuals and closely held family businesses. As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), Kirk utilizes Koss Olinger’s proprietary Wealth Navigator System™ to help clients accumulate, preserve, and transfer wealth in alignment with their personal values.

Kirk’s expertise spans sectors including high-net-worth family estates, private business succession, and complex investment strategies tailored for business owners and multigenerational families. He is known for his client-centered approach and his deep experience working with clients over multiple generations, helping them navigate the complexities of asset management, retirement, and philanthropic planning. His work has contributed significantly to the firm’s recognition in the industry, with Koss Olinger being named among Forbes’ Top RIA firms in the nation in 2024.

Kirk holds a Bachelor of Science in Finance and Marketing from Illinois State University and is a frequent speaker and guest lecturer on topics such as retirement and estate planning. He has been recognized as an Excellence Awardee for Advisor of the Year - Southeast Region by InvestmentNews, and has been featured in Kiplinger’s Personal Finance "Who’s Who" of Florida Certified Financial Planner Professionals. In addition to his professional accomplishments, Kirk is actively involved in the community, serving on the boards of Junior Achievement and Oak Hall School and previously participating in other local organizations.