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Affiliations

Klein Financial Advisors,  Inc. is a proud member of the following societies, and adheres to their standards of professional excellence and integrity:
 

Commitment to Continued Education

The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Lauren Klein and Gail Hicks are both a CERTIFIED FINANCIAL PLANNER(TM) Practitioners. 

 

Commitment to Objectivity 

As a Fee-Only advisory firm our recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, insurance companies, and estate attorneys. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product. 

 

Commitment to Excellence 

Lauren Klein is a NAPFA Registered Financial Advisor. Since 1983, the National Association of Personal Financial Advisors has provided feeonly financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and feeonly compensation. With more than 2,500 members nationwide, NAPFA has become the leading professional association in the United States dedicated to the advancement of feeonly financial planning. 

Commitment to Professionalism

Lauren Klein and Gail Hicks are members of the Financial Planning Association (FPA), a membership organization for the financial planning community. Members include individuals and companies who are committed to championing the financial planning process.

FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP™ certificant. 

 

Commitment to Equitable Divorce

Lauren Klein is a Certified Divorce Analyst™ and a member of the IDFA™ The Institute for Divorce Financial Analysts™ (IDFA™) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena

The financial issues inherent to every divorce case are often times the ones that are the most overlooked. Who should keep the house? How much will it cost to live post divorce? How much alimony is there going to be and for how long? Will the custody arrangement affect child support? How can the retirement accounts be split and the money accessed? How can a business be offset? Should a business be valued? Most important of all, will the clients be able to financially survive (and thrive) with the settlement post divorce? Certified Divorce Financial Analysts™ are trained to answer these questions and more for men and women in the process of divorce and to provide litigation support for their attorneys, which helps them prove and often settle their case. 

 
 

Certified Financial Transitionist® 

Lauren Klein is a Certified Financial Transitionist (CeFT®). Financial Transitionists are professionals with established careers in the financial services industry who recognize the importance and the power of the personal side of money and the unique challenges of transitions, as well as a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them. CeFTs must complete a 12-month core training course and must pass multi-day exams to demonstrate comprehensive knowledge of the processes, tools, and applicatons required to guide individuals and couples through financial transitions.  

 

 

 

 

 

How This Helps You

Klein Financial advisors is affiliated with these organizations to make sure we adhere to the highest possible standards and so we have the continuing education to best be of service to you.

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 >