+1 760.340.4277 customerservice@myfinancialcoach.com

KleeCo. Insurance

Bob Klee, LUTCF, CPRIA, CPRM
Principal Agent, Chief Encouragement Officer

With almost thirty years of experience in the insurance industry, it has been Bob’s pleasure to serve clients all over the USA. Bob and his team are committed to helping clients with sound risk management advice to protect their assets from loss and their wealth from lawsuits that could ruin their lives if they don’t have proper insurance protection.

Bob has earned both of the designations for specialists in the Private Risk Management insurance niche. He is active in both the local and national chapters of the Private Risk Management Association [PRMA]. He has earned the Certified Personal Risk Manager [CPRM] designation through the National Alliance for Insurance Education & Research and the Chartered Private Risk & Insurance Advisor [CPRIA] certification offered by PRMA in conjunction with St. John’s School of Risk Mgmt, Insurance and Actuarial Science.

Bob graduated from California State University, Long Beach with a Bachelor of Science in Finance. He is licensed in all states.