Louis Klieger, CFP®

Louis Klieger has been with Walled Lake Planning & Wealth Management for nearly a decade, playing a vital role in the firm’s growth and client services. His responsibilities range from business development and client onboarding to managing complex asset movements and trading logistics. He believes in building personal connections and ensuring clients fully understand the nuances of their financial decisions, providing a human touch in an increasingly automated industry.

Current Book:

Rise and Kill First by Ronen Bergman

Recent Trip:

Washington, DC (September 2024)

Favorite Locale:

Dublin, Ireland

Favorite Books:

No One Is Talking About This
Dark Wire
The Hitchhiker’s Guide to the Galaxy
Enemy of All Mankind
Exhalation
I, Robot
The Girl with the Dragon Tattoo
Letters to My Palestinian Neighbor

Professional & Personal Journey

Louis began his career in branding and design after graduating from the University of Illinois at Urbana-Champaign with a degree in Advertising and a minor in Informatics. He spent two years at VSA Partners, working with Fortune 500 companies like IBM and Mack Trucks. In 2015, Louis transitioned into finance, joining RBC Wealth Management, and he remained with the team through its transition to independence as Walled Lake Planning & Wealth Management.

Louis married his wife, Beth, in May 2019, and they live in Evanston with their daughter. An avid indoor rock climber, Louis incorporated his passion into their home by building a climbing wall in the basement. In addition, they’ve recently installed solar panels on their roof as part of their sustainability efforts. The family regularly attends Temple Beth Israel in Skokie.