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.
Lauren Klein, CFP®®, CDFA®, MBA®
B.A. Accounting, Fairleigh Dickinson University
Gail A. Hicks, CFP®®, MBA®
B.S. International PR/Bus Admin, Alma College