Lauren Klein

CDFA®, CFP®, EA, MBA

EP Wealth Advisors

Vice President and Senior Wealth Advisor

Contact Me

Lauren Klein

CDFA®, CFP®, EA, MBA

EP Wealth Advisors

Vice President and Senior Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lauren Klein, CDFA®, CFP®, EA, MBA

Contact Me

949-247-2067

Website

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Lauren Klein is a Newport Beach, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lauren Klein is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

Lauren Klein, CFP® is Vice President – Senior Wealth Advisor at EP Wealth Advisors. Prior to joining EP Wealth, Lauren was the president of Klein Financial Advisors for nearly two decades. Since 2003, Klein Financial Advisors had been dedicated to educating and empowering women and their families to achieve financial success and security. As a past corporate executive, stay-at-home mom, business owner, divorcée, breast cancer survivor, and widow, Lauren dedicates herself to helping women make wise financial decisions when facing life’s many challenges.

She holds designations as a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner and a Certified Divorce Financial Analyst® (CDFA®). Lauren is a NAPFA-Registered Financial Advisor and member of the Financial Planning Association (FPA), as well as a member of the Nazrudin Project – a group of financial planners who focus on the emotional and psychological issues related to money. Committed to contributing to the Orange County community, she has served on several non-profit boards, including FPA-OC, Jewish Federation and Family Services of Orange County and the Heritage Pointe memory care and assisted living community. She currently serves on the Advisory Board at the Jewish Community Foundation of Orange County and the American Jewish Committee.

Lauren is an avid reader, theater-goer, and traveler, and she enjoys spending time with her two adult children and four teenage grandchildren.

Lauren Klein is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Lauren Klein is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Lauren Klein is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Lauren Klein is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Enrolled Agent with the IRS (EA)
    Lauren Klein is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • Divorce Financial Analyst
    Lauren Klein is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

Contact Lauren Klein

949-247-2067

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Office Locations:

  • 4299 MacArthur Blvd.
    Suite 100
    Newport Beach, CA 92660

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