Professional Qualifications

Lauren Klein,  CFP^®, EA, MBA is the founder and President of Klein Financial Advisors, Inc., a fee-only, full-service wealth management firm in Orange County, California. Lauren's comprehensive financial background includes Fortune 200 corporations and working as a Chief Financial Officer, tax professional and independent consultant.  She is a leader in the community serving in key financial and service roles on many non-profit boards.

Educational and Professional Background

• CERTIFIED FINANCIAL PLANNER™ professional
• Enrolled to practice before the Internal Revenue Service (EA)
• CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA)
• NAPFA Registered Financial Advisor
• Board Member, Financial Planning Association (FPA) of Orange County (2005 - 2008)
• MBA, Pepperdine University
• BS, Accounting  - Fairleigh Dickinson University
• Executive Board of JFOC and AJC
• Board of Directors - Community Foundation of the JFOC 
• Member, International Academy of Collaborative Professionals
• Member, Collaborative Divorce Solutions of Orange County - Practice Group
• Mediation Training, Mosten Mediation

Lauren lives in Irvine, California. Having been a caregiver to her husband Ed and a breast cancer survivor she has learned the value of living life fully and with meaning. She wants to share this value with her clients.

CFP^® and CERTIFIED FINANCIAL PLANNER^™ are certification marks owned by the Certified financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.