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Team

  Team

Rafe Klein / Senior Vice President

(203) 559-3020
Rafael.Klein@Davidlerner.com
Westport, CT

Services Offered:


  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service & Complimentary Consultations

Ready to work together on your financial future?

We believe that the best way to help you with your financial goals is to meet with you face- to-face, either in your home, virtually, or at one of our branch offices. Use the form below to schedule an appointment.
Is your portfolio aligned with your financial goals and objectives? Are you saving for retirement? Will your assets last as long as your retirement does? Will your family be protected if something happens to you? I can help you answer these questions and many more. Make an appointment now by using the form below.
Do you know someone who can use help managing their financial goals? By filling out the form below, your friends or family members will get an email with my contact information. I’m happy to offer complimentary, no-obligation consultations and would welcome the opportunity to meet with your family or friends.

Latest News

Baby Boomer Retirement Savings: How Do You Stack Up?

Baby Boomer Retirement Savings: How Do You Stack Up?
9 Jun 2023 -

Many boomers are coming face-to-face with a new American economic reality: Retirement means a transition into relatively hard times.

New Clean Vehicle Tax Credit Guidance Issued

New Clean Vehicle Tax Credit Guidance Issued
7 Jun 2023 -

Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles meeting certain requirements (including electric, plug-in hybrid, and fuel cell vehicles).

Financial literacy and saving for college

Financial literacy and saving for college
5 Jun 2023 -

The rise in cost is making it more important than ever for families to save for their children's education.

There are risks inherent in investing. 

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. David Lerner Associates, Inc. cannot guarantee future financial results.