Welcome to the website of Guardrail Financial and Insurance Services.   Scott Klein,  CERTIFIED FINANCIAL PROFESSIONALTM and the firm's founding advisor, has served the Bay Area, and clients nationwide for more than twenty years, specializing in delivering financial strategies for pre-retirees, retirees, and businesses.   The firm is dedicated to bringing clients a wide-range of financial strategies, spanning from investment and retirement planning, risk and income tax minimization, charitable planning, and solutions to other planning goals.
  

 

 

Scott's areas of expertise as a fee-based financial advisor include:
 
• Comprehensive Personal Financial Planning
• Active Asset Management
• Senior Support Services
• “Wealth-Keeping” and Charitable Planning Strategies
•  Corporate Benefits
 
Scott is proud of his strategic partnership with AXA Advisors, through which he is able to impart the care and excellent service his clients deserve.  Being able to call and rely on the counsel of more than 50 attorneys and CPAs available* through AXA Advisor's Advanced Market Group is an invaluable distinction Scott provides through his clients' planning process to manage a variety of risks that could otherwise derail a client's goals.

*AXA Advisors, LLC and its affiliates do not provide legal or tax advice


CERTIFIED FINANCIAL PLANNER professional-

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.