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Szablis M. Klee

Personal Financial Advisor Principal



Your life is unlike anyone else's - the advice you receive should reflect that. Szablis is devoted to helping clients take charge of their lives and money with clear, honest, and skill-building advice. Her trademark 'aHA! moment' metaphors make tough topics relatable and easier to grasp so you can learn to understand the true impact your decisions make on your financial future.

When you're ready for a personal advisory experience,

Schedule a No-Cost Consultation to Get Started

Straight talk
empowers
Smart Decisions

HONEST ANSWERS,
PERSONAL ATTENTION,
ACTIVE SKILL-BUILDING

Szablis is passionate about offering a financial service where straight talk and genuine support lead the way. Her approach is centered on empowering clients with clear, practical knowledge and promoting a deep understanding of the impacts their decisions may have on their financial future.

With 25+ years of financial industry experience, her dedication to client service developed from her earliest years in the industry. Starting at a large corporation, she observed first-hand the need for a less institutionalized and more client-focused approach to financial planning. In 2006, she set out to start a practice founded on the notion that practical knowledge and skill-building in personal finance are critical to a client's ability to act confidently when faced with a financial decision.

In 2008, Szablis founded Full Circle Financial, coming together with advisors who shared the vision of clear communication and personalized support - acknowledging every client’s life and situation is unique, and deserves personalized attention.

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My Locations

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Rochester
Main Office

Full Circle Financial's flagship office, located close to downtown Rochester without the hassle of downtown parking.


1741 2nd Street SW
Rochester, MN 55902

Get Directions

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North Loop Minneapolis

Available for appointments only, our North Loop office is located 2 blocks from Target Field. Schedule in the Summer for a roof top appointment!

323 N. Washington Ave | Floor 2
Minneapolis, MN 55401

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Virtually,
anywhere!

Enjoy flexible scheduling options that cater to your busy lifestyle, without compromising the commitments you work hard to have time for.

Conducted Via 
Microsoft Teams


CLICK HERE TO SCHEDULE TIME WITH ME AT ANY LOCATION


 


Szablis: "shah-Blee"

rhymes with bubbly

Take it from the woman whose name has an unexpected "Z" in it:
the unfamiliar looks more complex on paper.

Many traditional financial planning relationships are centered around one thing - the planner is the "expert".
Transparently, I can't be the expert on your life - that is why your comfort and understanding is both the goal and the measure of success. 

In meetings we will collaborate to make sure that you understand why you are making the decisions you are; breaking down complex topics, ensuring your questions are answered honestly and transparently, and bringing in specialists from our team and trusted network of professionals for situations we believe need additional perspective.




Check the background of this advisor on FINRA’s BrokerCheck.