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Lauren's Updates

Lauren Klein, Founder & President of Klein Financial Advisors,
Named 2016 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 2016 by Orange Coast Magazine and Five Star Professional for the second year in a row. The most widely published wealth manager award program in North America, the Five Star program evaluates wealth manager against 10 key criteria.

“While my clients’ trust in my abilities and dedication as a trusted advisor are the ultimate reward, I’m honored to be recognized once again as a regional leader in my field as a Five Star Wealth Manager,” said Ms. Klein.

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. Lauren and her team at Klein Financial Advisors provide fee-only financial planning and investment management services, with a distinct focus on helping independent women and their families gain the confidence to navigate life’s inevitable transitions.

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

Click here to view the Five Star coverage in Orange Coast Magazine.

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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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 >