Profile

Alicia Klein, CFP®, EA

Cambridge Financial Group, LLC

Contact Details

Cambridge Financial Group, LLC
6700 N Oracle Rd
Ste 324
Tucson, AZ 85704
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Primary: 520-531-0550

Bio

Alicia Klein is a Certified Financial Planner™ and Enrolled Agent. She is a graduate from the University of Arizona - Eller College of Management with a BSBA in Marketing and has worked for Cambridge Financial Group since 2011 and became partner in 2018. Alicia specializes in tax strategy and savings and debt reduction plans.

In her spare time, she enjoys traveling with her husband Sam, skiing, yoga, and cooking for friends and family.

Professional Credentials/Designations

  • CFP®
  • EA

Serving Clients Living In

  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes