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In the News

John Klevens among Nationís Top 100 Advisors
John Klevens has been named one of the top 100 independent financial advisors in America by Registered Rep magazine. In the August 2009 issue, John was ranked #89 among independent advisors around the country Ė and he was the highest-ranked financial advisor in Washington.

The magazine used Discovery, an online database of financial service intermediaries that has created a proprietary methodology for ranking representatives. The advisors were ranked by assets under management using the Discovery-RR database system.

Klevens Golf Clinic
In October John Klevens hosted the first in a series of free client events, a swing clinic for golfers at Newcastle Country Club in Newcastle, WA. Nearly 20 clients and friends attended the event, which featured a golf professional offering individual advice on golfersí swings, and then lunch in a private dining room. Check out some photos from the event, and be sure to join us for our next event!

Taking Financial Planning to the Schools
As part of the Financial Planners Association of Puget Sound, John Klevens has taught classes at the Secondary Academy for Success in Bothell, helping teenagers learn the principles of planning their financial futures at a crucial time: before they enter the career workforce. The course is part of a local series offered in conjunction with the Junior Achievement (JA) program of Washington, as part of a national partnership between the FPA and JA. To learn more about FPA and JA, click here.

Seattle Times Financial Makeover
John Klevens was selected to participate in the Seattle Timesí "Financial Makeover" series, where area financial planners meet with an individual client, perform a comprehensive financial assessment, and develop a new financial strategy. Itís a great look into Johnís philosophies in action. Read the story.

Klevens Article in the Puget Sound Business Journal
John Klevens had an article on exchange traded funds (ETFs) published in the Puget Sound Business Journal. The piece, featured in the Banking & Finance section, explored the rising popularity of this investment tool and outlined some reasons to be cautious about them.

Kirkland Performance Center Arts Sponsorship
Klevens Capital Management has been a proud supporter of the Kirkland Performance Center since 2007. The center is able to present many theatrical performances, accomplished artists and musicians thanks to local sponsorships and those willing to donate time, energy and resources. In addition to financial support, John is a member of the Kirkland Performance Centerís Finance Committee.