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Vanessa Klein

Client Services Associate
Vanessa Klein

Vanessa is a California native and a Chico State Graduate. After graduating CSU, Chico with her BA in Anthropology and Art History, she pursued a teaching credential and taught in Southern California. However, Chico called her “home” and she has spent the last 15 years here raising her daughter, working as a substitute teacher, dabbling in interior design and spending time with family.

Working as our Client Services Associate, she assists our clients in a variety of ways, including (but not limited to!) greeting them at the front desk, answering questions, scheduling appointments, submitting distributions and contributions, and opening client accounts. Vanessa thrives being a part of a team where fulfilling client’s hopes and dreams for their financial wellbeing is paramount. She enjoys being of service to our clients – keeping them happy and ensuring their satisfaction is her primary concern!

That same desire to serve is also fulfilled with her monthly work at the Torres Homeless Shelter over the last 10 years. Outside of the office, she enjoys yoga, cooking, hiking in Upper Park, arranging flowers and painting!