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Biography

Carolyn E. Kling, AIF®, AIFA®, GFS™
Partner, Johnson Financial Group
Ms. Kling collaborates and works closely with client’s team advisors, trust and estate planning attorneys, tax strategists, CPA’s and insurance experts to ensure a seamless, integrated estate plan that meets specific investment objectives. Prior to joining Johnson Financial Group, Ms. Kling was a partner with specialized investment consulting firms to family enterprises, family offices and private foundations and brings decades of investment experience through leading institutional firms.

Ms. Kling has been awarded the Accredited Investment Fiduciary™ from the Center for Fiduciary Studies™ which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Ms. Kling is certified to conduct investment fiduciary assessments of investment stewards, investment advisors and investment managers to determine how efficient their policies and procedures are aligned with (CEFEX) Global Fiduciary Standards of Excellence. A graduate of the inaugural Leadership Center for Investment Stewards at West Point, Ms. Kling, has earned the Global Fiduciary Strategist designation and is a member of the Global Leadership Council for qualified professionals that serve in critical decision making roles.

Ms. Kling sits on the board of several California non-profits as well as on their investment committees; is a Founding Endowment Member for the Del Mar Foundation, past Treasurer and outgoing President. Ms. Kling is active with numerous professional organizations including the North County Estate Planning Council, 100 Women in Hedge Funds, Women in Pensions, Investment Management Consultants Association (IMCA), CEFEX Centre for Fiduciary Excellence; fi360, and the Family Firm Institute.