Meet the Registered Investment Advisors that Set Us Apart
President - In 1999, Steve Peasley left a 24 year career in the insurance field to begin a new career in the securities industry. He joined Klein Pavlis Financial, Inc. Following the death of Jerry Klein’s partner Lyle Pavlis, Steve purchased a 50 percent share of Klein Pavlis Financial, Inc., and the firm was renamed Klein, Pavlis & Peasley Financial, Inc. Building on his success in the personal financial field, he has lead the firm to immense growth and success. Since 1999, he has hosted or co-hosted the daily radio program/podcast, InvestTalk, in addition to authoring his book, "Above Average Investing for the Average Investor", which has helped thousands of individual investors. Steve's core competency is his competitive nature, which drives him to be keenly attentive to his clients' investments, as well as his own.
CEO - Drawing from his mentorship at the hands of our Founder, his grandfather, Jerry Klein, Justin drives the firm's asset allocation strategy, creates strategic market forecasts and analyzes individual investments. Justin joined KPP Financial in 2002 researching and analyzing securities and mutual funds. Since 2006 he has hosted the daily radio program/podcast, InvestTalk. Justin is a Licensed Real Estate Consultant, which allows him to guide KPP Financial clients in the right direction based on their specific Real Estate goals. He graduated from Chapman University in Orange, CA where he majored in Business Administration with an emphasis in Finance and a Minor in Economics. In 2008, he became a KPP Financial partner.
CIO – After graduating from the University of Southern California in 2004 with Bachelors in Finance, Jason joined KPP Financial. He currently helps drive asset allocation strategies and heads fixed income research and trading. In 2013 he completed his Master’s Degree in Business Administration with an emphasis in Entrepreneurship. His extensive experience analyzing companies helps him find great value opportunities for the various strategies we deploy for clients. He is the third member of KPP Financial with their Series 65 license, along with Steve and Justin.
Director of Client Relations – Joining KPP Financial in 2014, she manages all client administrative requirements from opening new client accounts to setting up portfolio reviews and executing client distributions. She graduated from Cal State Fullerton in 1996 with a degree in Speech Communications and worked for companies like Autobytel where she honed her client centric service skills. Clients love working with her to handle everything from account transfers to explaining our technology platforms. She is an invaluable member of the KPP Financial team.