Brian S. Klazmer, JD

Brian has spent his career in financial services concentrating on insurance planning. His particular focus is collaborating with his clients’ other professional advisors to design and implement their estate and business succession plans. Through his many years in the industry he has also developed the ability to successfully navigate the underwriting process for individuals with challenging medical histories and unique financial circumstances.

Brian received his B.A. in Economics from Dickinson College in 1980 and his J.D. from Temple University School of Law in 1983. Brian has gained a reputation for collaborative planning and superb client service, and he has forged close relationships with members of the legal, accounting and wealth management fields, as well as insurance underwriters from many companies.

Brian loves reading history, and he and his wife, Jill, enjoy traveling, cycling and spending time with their children and granddaughter.

CA Insurance License #0M10005