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Devon Klumb, CFP®, BFA

Life Planning & Growth Manager

“I am committed to overturning the idea of what financial planning has been for too long. I believe that it must be principled and ethical and should always look out for the clients’ best interests. I am grateful that my work life reflects my values.”

Devon’s Story

For Devon, financial planning is a higher calling—a way to help people reach new heights and achieve their dreams. And in his role at Truepoint, he introduces individuals and families to the Truepoint client experience by developing a deep understanding of their beliefs, emotions, and goals to help them see if Truepoint is the right fit. Devon previously served as a financial advisor on our Commas team, helping clients build a plan to achieve their vision for their ideal future. In both positions, he enjoys the new challenges that this work provides and that every day is unique.

In his free time, Devon enjoys spending time on the golf course, playing guitar, listening to old music, and hanging out with his family—Liz, Jack, Nora, Molly, and Piper.


Specialties: behavioral finance, comprehensive financial planning, goal setting

Education

Ohio University, BS, Engineering Technology & Management

Designations

CERTIFIED FINANCIAL PLANNER™
Behavioral Financial Advisor®

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