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ClientsRosa Klein

Rosa Klein

Active

Age 57 · Evanston, Illinois

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts2 linkedLast contactSeptember 1, 2026
OverviewAssetsGoals3Documents4Contact log2
Contact log

A saved entry is pushed to the broker, and the broker's contact status is shown on it.

MeetingSeptember 1, 2026 1:00 PM · 55 minCWClaire Whitfield

Confirmed the plan for cutting the foreign-currency weight.

Contacted
MeetingMay 15, 2026 10:00 AM · 60 minCWClaire Whitfield

Confirmed the first-half plan and decided to add to bonds.

Contacted