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We are financial advocates for our clients.

Amanda Ortiz

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Contact Phone

Call: (281) 370-0300

Amanda Ortiz

Office Administrative Assistant

I was born and raised in the Rio Grande Valley. Upon graduating from San Benito High School in 2017, I moved to Houston to attend LoneStar Community College. In 2018, I became part of the Klein Wealth Management team as an Office Assistant while still taking classes. I have since received my Associates in Arts Degree.

As a first generation college attendee, I want to be a role model for my nieces and nephews and continue my education to pursue a Bachelor’s Degree in Accounting and/or Human Resource from the University of Houston and become a first generation college graduate. Anything is possible as long as you keep pushing forward.

In my down time, I like to spend time with my family, walk around the lake with the family dogs, and making sure my beta fish Patricia is living her best life.

Why work with the Klein Team?

We pair dedication and experierence with
innovative solutions to assist our clients in
all aspects of financial planning
and future building.

ABOUT US

Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.

CONTACT

1427 Keefer Road
Texas, TX 77375
(281) 370-0300
info@kleinwealthmgmt.com

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Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state

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