A | A | A

label1 label2

Lauren's Updates

 

Lauren Klein, Founder & President of Klein Financial Advisors,
Named 2015 Five Star Wealth Manager

Award recognizes wealth advisors who have demonstrated excellence in the field of wealth management

NEWPORT BEACH, CA—Klein Financial Advisors, Inc., today announced that founder and president Lauren Klein has been named a Five Star Wealth Manager for 2015 by Orange Coast Magazineand Five Star Professional. A fee-only financial planner dedicated to helping her clients gain the confidence they need to make the best possible investment choices, Lauren is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA), an Enrolled Agent (EA), and a NAPFA Registered Financial Advisor. She provides financial planning and investment management, with a distinct focus on helping independent women and their families gain the confidence to navigate life’s inevitable transitions. Klein Financial Advisors, Inc., is located in Newport Beach, CA.

“I’m honored to be nominated and recognized by my peers as a Five Star Wealth Manager this year,” said Ms. Klein. “My passion lies in partnering with my clients and providing the knowledge and tools they need to make smart decisions about their finances and their future. The award helps spotlight my focus on serving women by helping them achieve peace of mind at every phase of life.” 

The Five Star program is the largest and most widely published wealth manager award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. The Five Star Wealth Manager award process includes nominations by wealth managers, financial planners and advisors, CPAs, and estate planning attorneys. Candidates can be nominated by their firm or a peer to be considered for the Five Star Wealth Manager Award.

For more information about Lauren Klein and Klein Financial Advisors, Inc., visit www.KleinAdvisors.com or follow us on LinkedIn, Facebook, and Twitter

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.

 

Directions

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 >