Randolph & Klein Financial Solutions
Financial Advisor
Goodheart & Associates 2006 - 2012
Values Based Master Coach
Klein Insurance Agency 2006 - 2012
General Agent
Education:
University of Maryland 1979 - 1983
Bachelors, Social Sciences
Skills:
Leadership Public Speaking Coaching Team Building Employee Benefits Insurance Customer Service Marketing Strategic Planning Small Business Disability Insurance Social Networking Long Term Care Medicare Retirement Planning
Compass Group 2009 - 2010
Coach
Net Worth Solutions Aug 2004 - Oct 2008
Branch Manager and National Trainer and Coach
Klein Insurance Agency Nov 1987 - Sep 2008
Owner and Certified Senior Advisor
Anthem 1988 - 2008
General Agent
Goodheart & Associates 1988 - 2008
Motivational Speaker and Trainer and Coach
Education:
University of Maryland 1979 - 1983
Bachelors, Bachelor of Arts, Social Sciences
Stockton Womens Network 1991 - Apr 2015
Member: Values-Based Insurance and Financial Planning
Randolph & Klein Financial Solutions 1991 - Apr 2015
President
Goodheart & Associates Sep 2008 - 2013
Owner and Values-Based Master Coach
Visalus Body By Vi 90 Day Challenge 2011 - 2011
Director
Member of Greater Stockton Chamber of Commerce 2006 - 2010
Values-Based Master Coach
Education:
University of Maryland 1979 - 1983
Bachelors, Bachelor of Arts, Social Sciences
Skills:
Coaching Small Business Public Speaking Entrepreneurship Team Building Leadership Development Social Networking Customer Service Leadership Life Insurance Marketing Strategic Planning Retirement Planning Online Advertising Program Management Insurance Training Management Sales Start Ups Social Media Marketing Fundraising Nonprofits Social Media Event Planning Marketing Strategy Non Profits New Business Development Public Relations Community Outreach Business Coaching Online Marketing Retirement Recruiting Organizational Development Advertising Finance Wealth Conflict Resolution Negotiation Personal Development Life Coaching Volunteer Management Staff Development Sales Management Teaching Workshop Facilitation Email Marketing Facilitators Selling
Interests:
Social Services Children Economic Empowerment Education Health
Wilshire Oncology Medical GroupCity Of Hope Medical Group 1250 S Sunset Ave STE 303, West Covina, CA 91790 (626)8565858 (phone), (626)8565853 (fax)
Phyllis H Klein MD 1250 S Sunset Ave STE 303, West Covina, CA 91790 (626)3314443 (phone), (626)3318920 (fax)
Education:
Medical School Albert Einstein College of Medicine at Yeshiva University Graduated: 1970
Procedures:
Bone Marrow Biopsy Chemotherapy
Conditions:
Anemia Iron Deficiency Anemia Hemolytic Anemia Hodgkin's Lymphoma Leukemia
Languages:
English Spanish
Description:
Dr. Klein graduated from the Albert Einstein College of Medicine at Yeshiva University in 1970. She works in West Covina, CA and 1 other location and specializes in Hematology/Oncology. Dr. Klein is affiliated with Citrus Valley Medical Center Intercommunity Campus, Citrus Valley Medical Center Queen Of The Valley Campus, Foothill Presbyterian Hospital, Glendora Community Hospital and
Klein Insurance & Financial Planning - Values-Based Financial Planner (1987) Goodheart & Associates, Inc. - Values-Based Master Coach (2006)
Education:
University of Maryland, College Park - Psychology/Criminology
Relationship:
Married
About:
My clients recognize that as a Values-Based Financial Planner and Coach, I focus on their needs and circumstances to design a plan that provides the best benefits possible. I always say you are not de...
Tagline:
25 years experience in financial, insurance, wealth creation, training, and mindset mastery.
Bragging Rights:
Blessed to be a Mom, a Motivator, a Mindset Master, a Mover & Shaker on a Mission
Beverly Hills, CAPresident at Phyllis Klein Associates Marketing Pu... Past: Vice President Public Relations at Max Factor, Public Relations Director at Clairol...