Gary Klaben

President|Owner|Author|Speaker|Wealth Advisor @ Coyle Financial

About

As the Principal of Coyle Financial, a wealth management firm near Chicago, I bring over 30 years of experience in holistic financial services for business owners and high-net-worth families. I've had the privilege of writing books such as "Changing the Conversation: Transformational Steps to Financial and Family Well-Being," "Wealth of Everything," "The Business Battlefield" (co-authored with Adam Blonsky), and my upcoming book "Multi-Generational Living," which will be released in Summer 2024. Beyond writing, I enjoy speaking, coaching, and mentoring entrepreneurs. I'm proud to be a West Point graduate and a former infantry officer. I hold designations such as Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and a Master of Science in Financial Services (MSFS). My military background, including graduating as the top student in Ranger School, has instilled in me a strong dedication to service. Currently, I live in a multigenerational family estate in Reisterstown, MD, where I strive to embody a well-rounded approach to life.

Country

United States

City

Glenview

Industry

Financial Services

Skill

Strategic Planning, Wealth Management, Leadership, Financial Advisory, Entrepreneurship, Retirement Planning, Investments, Financial Planning, Finance, Asset Management

Experience

President|Owner|Author|Speaker|Wealth Advisor

Coyle Financial

1988 - Present · 38 yrs

Money is a part of everything we do. It is the lifeblood of our society. Without it, life is difficult. I’ve watched people struggle with money my whole life. I graduated from West Point in 1979. The six years I spent in the U.S. Army infantry were great years of serving my country and my soldiers. When I rejoined civilian life, a friend suggested that, with my love of numbers and people, I should look into financial advising. Sure enough, I was a natural at it, and all the industry laws and regulations just gave me a new kind of complexity to simplify while coming up with creative solutions for my clients. My path to becoming a business owner may be an unusual one, but I have always been the quintessential entrepreneur. I deliver seminars and talks, and have developed a process for simplifying visual communication of our client’s complex wealth through mind maps. I am the author of Changing the Conversation, The Wealth Sanctuary and co-author of The Business Battlefield that I wrote with my colleague, Adam Blonsky. I am genuinely interested in getting to know all about the person in front of me. Who are they? What’s most important to them? Where do they want to go in life? Whether advising my clients, mentoring my team, or coaching entrepreneurs, I’m always simplifying complexity and motivating others to take the next action that’s right for them. Despite my independent nature, I never argue with good advice. If I’ve ever done anything smart in my life, it’s listen intently to people who know what they’re talking about. My wife shares my military background, having been an Army officer. Because of the danger involved, neither of us pushed our children toward the military, yet both our daughter and son went on to graduate from West Point. Outside of work, I enjoy running, reading and orienteering. I have a B.S. in General Engineering, an M.S. in Financial Services (MSFS), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Member

Abundance360

2015 - Present · 11 yrs

Member of Abundance360. Abundance360 is Singularity University’s highest-level program run by Singularity Founder Peter H. Diamandis, MD. This year-round leadership program is designed for founders, executives, and investors who are ready to create meaningful impact and leave a legacy.