Lauren Klein, CFP®, CDFA®, MBA®, EA
Founder & President
The unique combination of Lauren's professional and personal experience are what have made her a trusted advisor to many. Her deep financial roots include positions at various Fortune 200 corporations, including 16 years with Avery Dennison. She has also served as a Chief Financial Officer for multiple companies, and as a tax professional and an independent consultant.
Lauren was widowed after being a caregiver to her husband Ed, and she is also a breast cancer survivor. These events - among many others - have impressed in her importance and value of living life fully and with meaning every day. Her purpose is to share this value with her clients.
Lauren is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, a CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA®), and a NAPFA Registered Financial Advisor. A member of the Financial Planning Association (FPA), she served as a board member of the Orange County chapter from 2005 to 2008. She is also an active member of the International Academy of Collaborative Professionals and Collaborative Divorce Solutions of Orange County - Practice Group. Lauren earned her bachelor's degree in accounting from Fairleigh Dickinson University, and an MBA® from Pepperdine University. To further her ability to assist with collaborative divorce services, she has also completed mediation training at Mosten Mediation.
Always committed to giving back to the community, Lauren has served in key financial and service roles on many non-profit boards. She currently serves on the Board of Directors of Heritage Pointe, on the Advisory Board of the Jewish Community Foundation of Orange County and the American Jewish Committee—a global advocacy organization. She has also served on the Executive Board of the Jewish Federation and Family Services of Orange County. Lauren lives in Irvine, California.
Gail A. Hicks, CFP®, MBA®
Senior Financial Advisor
Gail joined Klein Financial Advisors in early 2016 as a culmination of her successful and somewhat unexpected career in financial services. She earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation when women were new to the profession, and she has been committed to empowering people with the financial education they need to achieve greater financial confidence and security ever since.
After her mother’s death when Gail was just 13 years old, she was expected to manage her family’s household from top to bottom, and she quickly learned the importance of understanding money. Luckily, the Social Security benefits she received from her mother’s death helped fund her education. After stumbling into an opportunity at her uncle’s investment practice, she was surprised by the lack of financial knowledge in her clients. From senior executives and college grads, to widows and non-earning spouses, she saw so many individuals who didn’t participate in financial decisions and had no idea how to build and sustain wealth. Today, Gail’s passion is to provide her clients with the financial, saving, and investing knowledge to make informed decisions about every aspect of their financial lives.
In addition to her CFP® designation, Gail holds an MBA® from California State University Fullerton, as well as a Series 66 securities license and a California Insurance License for life, accident and health. (CA Insurance #0708682). Over the course of her long career, Gail served as an equity partner at The Ayco Company, L.P., a Goldman Sachs Company, working with high net worth individuals and senior Fortune 500 executives, and as an independent financial and tax advisor counseling individuals and small business owners in the areas of tax and investment planning, portfolio construction, retirement planning, estate planning, and wealth preservation.
An active member of the Financial Planning Association (FPA) of Orange County, Gail lives in Trabuco Canyon, California, with her husband Dale and their three (very active) boys.
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A graduate of Chapman University, Jamie brings more than 10 years of administrative and office management expertise to our team. In her role, she assists with many facets of operations, including marketing, technology, and operations support, and assists with business planning and strategy. Her attention to detail and her personal attention to the needs of our clients makes her a valuable addition to the family business.
Operations/Client Service Manager
Jamie volunteers at CASA (Court Appointed Special Advocates of Orange County, Inc.) where she serves as a mentor for severely abused, abandoned, and neglected children.