|
 Klein Financial Advisors, Inc.
Based in Orange County, California, Klein Financial Advisors was founded by Lauren Klein in 2003 to help individuals and businesses realize their true financial potential through the knowledge and guidance that results in the best possible choices. We provide customized, unbiased, intelligent guidance to individuals, families, and their businesses. We operate under fiduciary standards, and our firm is a Registered Investment Adviser in both California and Texas.
We've earned the trust of each of our clients by building personal partnerships that give them the confidence to make the best possible financial choices. Through our highly personalized discovery process, we take the time to not only understand each client's financial situation and current timeline, but also their values, their goals, and the personal relationships that affect their life choices. All of our solutions are delivered using a consultative approach aimed at simplifying your financial life by carefully coordinating your investment portfolios and your overall financial plan. And because we view financial planning as an ongoing process, we continuously revisit the plan together to address life, economic, and tax law changes that occur over time. To serve our clients best, we believe in building long-term relationships based on trust.
We take great pride in the value we provide and the client trust we've earned through our dedication to service. As fee-only planners and members of NAPFA, the National Association of Personal Financial Advisors, we do not sell products, accept commissions, or accept or pay referral fees. As a result, you can be assured that we are always acting in your best interests based on your personal financial goals. We believe this is what sets us apart from most traditional advisors -- and why nearly all of our new clients come to us as personal referrals.
|