Lauren S. Klein

Lauren S. Klein

| CDFA, CFP®, EA, MBA

Klein Financial Advisors, Inc.

949-477-4990

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Fee-Only Financial Advisor located in Newport Beach, CA and serving the greater Orange County CA area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • Women's Financial Issues
  • Divorce Financial Planning

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4299 MacArthur Blvd.
Suite 100
Newport Beach, CA 92660

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Lauren Klein is a Newport Beach Fee-Only Financial Planner serving the entire Orange County, CA area. Klein Financial Advisors specializes in personal financial planning, investment management, tax planning, women's financial planning issues, and divorce planning.

Both a widow and a breast cancer survivor, Lauren understands the importance and value of living life fully and with meaning every day. Her purpose is to share this value with her clients and to help them plan successfully to live their ideal life at every age.



A trusted advisor to clients throughout Orange County, Lauren’s 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 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, as well a member of ProVisors, a community of trusted advisors dedicated to integrity, performance, and accountability. 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, a Jewish senior community in Mission Viejo. She is also a strong supporter of the American Jewish Committee, as well as the Jewish Federation and Family Services of Orange County where she has served on the Executive Board. She also serves on the Advisory Board of Directors of the Community Foundation of the JFOC.

Learn more about Klein Financial Advisors on our website at www.kleinadvisors.com or call us at 949-477-4990 to schedule a confidential consultation.

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Klein Financial Advisors, Inc. is dedicated to helping our clients plan for a lifetime of financial security. Based in Newport Beach, California, we provide fee-only investment management and financial planning services to help our clients live their ideal life.

Our personal mission is to help independent women gain the confidence to navigate life's transitions. We do this by partnering with each client and providing the knowledge and tools to make smart decisions about their finances and their future and, ultimately, to achieve peace of mind through careful planning.

Learn more about Klein Financial Advisors on our website at www.kleinadvisors.com or call us at 949-477-4990 to schedule a confidential consultation.

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