Andrew Klein is a Co-Founder of Paramount Associates Wealth Management and a highly experienced wealth manager and financial planning specialist. With nearly four decades in finance, Andy helps clients map out workable plans designed to meet their needs and objectives — both on a short-term basis and in the long term, into and through retirement.

Andy's areas of expertise span trust services, fixed income investments, and comprehensive investment management. His approach is shaped by a career that has crossed institutional trading desks on Wall Street, senior wealth management roles at national firms, and ultimately the founding of an independent, fiduciary-driven advisory practice focused entirely on client outcomes.

Before co-founding Paramount Associates, Andy was a Financial Advisor at Waddell & Reed. Prior to that he held the positions of First Vice President of Wealth Management, Financial Planning Specialist, and Financial Advisor at Smith Barney. Earlier in his career, he served as Assistant Vice President of Institutional Fixed Income Sales and Second Vice President on the Convertible Bond and High-Yield Bond Trading Desk at Drexel Burnham Lambert in New York City, and as Assistant Treasurer and Assistant Branch Manager at United Counties Trust Company in Cranford, New Jersey.

Andy earned a bachelor's degree in economics and business management from North Carolina State University. Originally from Little Silver, New Jersey, he now lives in Denver. In his free time, he enjoys sailing, skiing, cooking, and traveling. He is a past Vice President of the Denver Active 20-30 Children's Foundation.