Jules A. Klose, CFP® CRPC®
CERTIFIED FINANCIAL PLANNER™ Professional
As a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Specialist™, Jules partners with clients to enhance their financial situations and ensure they are on track to reach their goals. His guidance gives clients the confidence they need to make the right decisions over time.
Jules works with individuals and families who value professional advice in planning for a successful financial future. "My job is to gain an understanding of what's important to my clients, then to provide a roadmap showing them how they can achieve what they want in life." Oftentimes Jules' relationships with new clients are triggered by a significant life event such as starting a new job, marriage, first child, buying a home, or retirement.
Jules gets to know each of his clients on a personal basis and values the emotional impact he can make. "I've witnessed the emotional transformation that occurs when someone decides to take control of their finances," said Jules. "Being involved in that is by far the best part of this job."
Raised by a commercial banker and middle school math teacher, Jules has been around numbers his entire life. Jules' first stint in the financial services industry began during his Senior year at Roanoke College when he interned with a successful advisor at Morgan Stanley. After graduating in 2014, he started with AXA Advisors where he learned the essentials of being a proficient advisor. In 2017, he was introduced to one of Tide Creek's managing partners and founders, Chris Varlotta. A few months later, Jules joined the firm.
In early 2022, Jules earned his CERTIFIED FINANCIAL PLANNER™ certification, the standard of excellence in financial planning. Since 2016, Jules has held the Chartered Retirement Planning Specialist™ designation. In 2014, he graduated from Roanoke College where he studied Business Administration, with concentrations in both accounting and finance.
Jules currently resides in Locust Point, a quiet neighborhood in Baltimore, MD, with his fiancé Megan and black lab, Ozzy. In his spare time, Jules enjoys playing golf, going fishing, and spending time with friends and family.
- Roanoke College, B.S. in Business Administration, Accounting & Finance, 2014
- The College of Financial Planning, Chartered Retirement Planning Counselor (CRPC®), Curriculum 2016
- The CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., 2022
Designations & Awards
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Retirement Planning Counselor (CRPC®)
- Investment Advisor Representative of MML Investors Services, LLC.