Lauren Klein (CDFA, CFP®, EA, MBA)

Lauren Klein focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Lauren Klein is president and founder of Klein Financial Advisors, Inc. She is an accomplished financial professional who brings experience, intelligence, intuition and technical excellence to her role as financial advisor. She holds several professional designations; Certified Financial Planner (r), Enrolled Agent (EA), and Certified Divorce Financial Analyst (tm). Her education includes a Masters of Business Administration from Pepperdine University. Lauren has served as a Board Member of The Financial Planning Association of Orange County and presently serves on several the Board of Heritage Pointe and the advisory board of the Jewish Community Foundation of Orange County. She is a certified SCUBA diver and aspires to travel the world - topside and below the water. 

Additional Information

Based in Newport Beach, Klein Financial Advisor, Inc. is a women-owned and women-operated firm offering fee-only investment management and wealth management services to clients throughout Southern California.

Visit our website and Lauren's Blog to see how we think, how we work, and how with partner with women of all ages to help them boost their financial confidence and make smart financial decisions. From rethinking retirement, to rewiring your brain to change how you think about money, we're here to help.

NAPFA Start Date

June 01, 2004

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This Office

4299 MacArthur Blvd Ste 100 Newport Beach, CA 92660-2019 Phone: (949) 477-4990 Fax: (714) 464-4481