Alex P. Kline joined Duncan Financial Group in December 2011 and brings over 30 years of financial services experience to his role as Senior Vice President, Retirement Plan Specialist. He works closely with corporate and individual clients to help them achieve long-term financial goals and serves as Program Director for the Employee Financial Wellness Program.

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Alex earned a degree in Economics from Indiana University of Pennsylvania and received his CFP® designation in 1991. He has been honored as a Top Financial Advisor by Cambridge Investment Research Advisors and holds Series 7, 24, 63, 65 and Life & Health licenses.