John G. Klee, CFP®

John Klee serves as Financial Planning Analyst for Seneca Financial Advisors. Mr. Klee is primarily responsible for assisting with the preparation of financial planning and investment analysis. Mr. Klee provides support to the firm’s Investment Committee and assists with the implementation of the firm’s investment strategies.  
 

Education: 
University of Rochester, M.B.A
Pennsylvania State University, B.S., Business 

Certifications: 
CERTIFIED FINANCIAL PLANNER™ practitioner