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We are here to serve you.
It’s that simple.

We are your partners for life.

Yes, we begin with money. But that’s only the starting point. The end-goal is to help you live the life you want to live—without outliving your money. That’s why we work with you to give you the knowledge, tools, and guidance you need to make smart decisions along the way. Ultimately, we strive to give you peace of mind through careful planning and knowing you always have a friend at your side—for life.

Our only “boss” is you.

As a boutique financial planning and wealth management firm, we are dedicated to serving you and your family. That means that as your fiduciary consultants, we always put your interests first. We don’t receive or pay commissions or referral fees for the products and services we recommend. You are our only priority.

We bring experience to the table.

Financial planning is about so much more than dollars and cents. Our team has decades of experience helping women like you manage every kind of challenge. Yes, we’ve studied and applied the process of complex financial planning, and we’re skilled at allocating assets and managing risk like the best of them. But unlike many traditional financial planners, we take the time to listen, to understand, and to plan according to your needs and your goals. That’s the kind of experience that matters most.

Lauren Klein, CFP®, CDFA®, MBA®, EA Photo

Lauren Klein, CFP®, CDFA®, MBA®, EA

Founder & President

When women ask what spurred me to open my own advisory firm, my answer is pretty simple. I know exactly what it’s like to wish for more confidence about money—and how hard it is for women to find an advisor who doesn’t “mansplain” the facts!

For most of my life, I’ve been the family CFO. Sometimes by choice. Sometimes by necessity. I married early, and divorced with two young kids in tow. I remarried and faced the challenge of merging multi-family finances. I’ve had breast cancer. I’ve been widowed (from my second husband, after serving as his caregiver for years following a debilitating stroke). I’ve been a corporate executive, a stay-at-home mom, and a business owner. And through it all, the one constant was a need to make sure my finances were the least of my challenges.

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I founded Klein Financial Advisors in 2003. Since then, our team has helped hundreds of independent women and their families take charge of their financial lives by helping them understand how to make their money work for them—all without mansplaining a thing.

To give me the tools to provide the best possible service to every client (and hopefully to you!), I have been trained as a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner and a CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA). I’ve completed mediation training at Mosten Mediation and am currently earning my certification as a Certified Life Transitionist. More years ago than I’d like to admit, I earned my bachelor's degree in accounting from Fairleigh Dickinson University and my MBA from Pepperdine University. I have also been named a Five Star Wealth Manager by Orange Coast Magazine each year since 2015, and I am a regular contributor on the financial website Advisorpedia. 

Today, I am as committed to serving in our clients’ best interests as ever. I am a NAPFA Registered Financial Advisor and a member of the Financial Planning Association (FPA) where I served as a board member of the Orange County chapter from 2005 to 2008. I’ve served as an active member of the International Academy of Collaborative Professionals and Collaborative Divorce Solutions of Orange County - Practice Group. In support of our community in and around Newport Beach, I have served in financial and service roles on many non-profit boards, including on the Executive Board of the Jewish Federation and Family Services of Orange County and on the Board of Directors of Heritage Pointe. I currently serve on the Advisory Board of the Jewish Community Foundation of Orange County and on the American Jewish Committee—a global advocacy organization.

Jamie Klein Photo

Jamie Klein

Operations & Client Service Manager

A graduate of Chapman University, Jamie brings more than 20 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.