Calvin Klemmer

About Calvin Klemmer

In today\'s society, many people have financial goals and the resources to strive for them, but neither the time nor the specialized knowledge to pursue them on their own. I leverage my education and experience along with the vast resources of the Riter Grammatico Reich White Tufts and Associates Team to help clients make the most of their hard-earned wealth-allowing them to spend their free time on other things. What We Do: Our Team helps high net worth individuals and their families to build, preserve and maintain wealth. With a disciplined process and many years of experience, our Team brings sound financial strategies to clients and their professional advisors. Our mission is to be client\'s most valuable resource. Our Primary Goals-To provide clients personalized, integrated and creative strategies consistent with their values and objectives -To allow clients the time and comfort to pursue their personal aspirations knowing that experienced and dedicated professionals are focused on their needs-To help clients fulfill their personal and wealth management goals, as well as their legacy and philanthropic goals-To guide clients through the wealth management process to preserve, enhance and transfer wealth from generation to generation. Our relationship with clients is about more than managing wealth, it is about helping them manage their life.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Experience

1. Wealth Management Advisor, Vice President

   Merrill Lynch

   Dec 2018 — Present

Education

• SUNY Geneseo

  Bachelor's Degree

  2014 — 2018