Home
About Us
Our Firm
Our Team
Our Process
Affiliations
FAQ
Our Services
Lauren's Blog
For Clients
Resources
Contact Us
Disclosure

Our Team

Lauren Klein, CFP, CDFA, MBA
Founder & President

The unique combination of Lauren's professional and personal experience are what have made her a trusted advisor to many. Her 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. 

Her personal experiences have impressed upon Lauren the importance of careful planning and living life fully and with meaning every day. Recently widowed after being a caregiver to her husband Ed, Lauren is also a breast cancer survivor.  Her purpose is to share these values with her clients.

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.

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 Boards of Jewish Federation & Family Services, Orange County, the American Jewish Committee, and on the Board of Directors of the Jewish Community Foundation of Orange County. Lauren lives in Irvine, California.

 

Jamie Klein
Operations/Client Service Manager

A graduate of Chapman University, Jamie brings more than 10 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.

Jamie volunteers at CASA (Court Appointed Special Advocates of Orange County, Inc.) where she serves as a mentor for severely abused, abandoned, and neglected children.

 
©2012 Klein Financial Advisors, Inc. All rights reserved.