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Our Firm

Based in Orange County, California, Klein Financial Advisors was founded by Lauren Klein in 2003 to help individuals and businesses realize their true financial potential through the knowledge and guidance that supports the best possible choices. In early 2016, Gail Hicks joined the firm to support our growing family of clients. Working together with Jamie Klein who manages our operations and client services, we provide customized, objective, intelligent guidance to individuals, families, and their businesses. We operate under fiduciary standards, and our firm is a Registered Investment Adviser in both California and Texas.

We've earned the trust of each of our clients by building personal partnerships that give them the confidence to make the best possible financial choices. Through our personalized discovery process, we take the time to not only understand each client's financial situation and current timeline, but also their values, their goals, and the personal relationships that affect their life choices. All of our solutions are delivered using a consultative approach aimed at simplifying your financial life by carefully coordinating your investment portfolios and your overall financial plan. And because we view financial planning as an ongoing process, we continuously revisit the plan together to address life, economic, and tax law changes that occur over time. To serve our clients best, we believe in building long-term relationships based on trust.

We take great pride in the value we provide and the client trust we've earned through our dedication to service. As fee-only planners and members of NAPFA, the National Association of Personal Financial Advisors, we do not sell products, accept commissions, or accept or pay referral fees. As a result, you can be assured that we are always acting in your best interests based on your personal financial goals. We believe this is what sets us apart from most traditional advisors -- and why nearly all of our new clients come to us as personal referrals.
 
 
 
 
 
 
 
 
 
 

Lauren Klein, CFP®, CDFA, MBA

Certified Financial Planner®
Certified Divorce Financial Analyst™
Certified Financial Transitionist™
Enrolled Agent (EA)
NAPFA Registered Financial Advisor
Financial Planning Association Member
Collaborative Divorce Solutions of OC Member
Mosten Mediation
MBA, Pepperdine University
B.A. Accounting, Fairleigh Dickinson University
 

Gail A. Hicks, CFP®, MBA

Certified Financial Planner®
Series 66 License
California Insurance License, Life/Accident/Health
MBA, California State University Fullerton
B.S. International PR/Bus Admin, Alma College

Contact Us

4299 MacArthur Boulevard
Suite 100
Newport Beach, CA 92660
Phone: 949-477-4990
Fax: 714-464-4481
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lauren S. Klein, President, Klein Financial Advisors, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Read More >