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Our Team

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. 


Brittany Mangrum, CFP®
Associate Financial Planner

Brittany joined Klein Financial Advisors in early 2019. A CERTIFIED FINANCIAL PLANNER™ (CFP®), she has a clear passion for educating clients and helping them make smart decisions that support a lifetime of financial confidence.

Brittany’s drive to help people gain control of their financial lives is, at least in part, the result of losing her mother at just 16 years old. After spending the following months helping her father get the family’s financial affairs in order, she saw first hand the vital role of smart planning, as well as how having a comprehensive plan can boost your confidence moving forward. Ever since, she has wanted to help others take the necessary steps to build a solid financial foundation and begin planning for the future as early as possible.

Brittany’s mother’s biggest wish was that she pursue a strong education. Brittany did not let her down. She graduated from high school at age 16 and went straight to college where she earned a bachelor’s degree in finance with a minor in financial planning, as well as a master’s degree in taxation from Cal State Northridge. Her CFP designation is icing on the cake. She is also an active member of the Financial Planning Association (FPA) of Orange County.

Though she interacts with all of our clients, as a bona fide Millennial, Brittany brings a fresh, new perspective on all things financial that is particularly appreciated by our younger clients. One of her proudest accomplishments at her prior firm was educating her co-workers about their company-sponsored 401(k) plan—which they’d had access to for years but did not understand—and creating a huge wave of participation! Her passion for financial planning is infectious.

Whether Brittany’s energy comes from her 13 years as a cheerleader, her spirit as a huge sports fan, her enthusiasm for staying active (she hikes, paddleboards, and participates in high-intensity interval training, just for starters), or something else entirely, one thing is clear: Brittany loves cheering people on and encouraging success. We’re thrilled to have her on our home team!


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.



Jamie Klein
Operations/Client Service Manager

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.

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.

 

 
 
 
 
 
 
 
 

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 >