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Lauren S. Klein, CFP®, EA, MBA

Klein Financial Advisors, Inc.

4299 MacArthur Blvd
Ste 100
Newport Beach, CA 92660
Phone: (949) 477-4990

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Household Income Minimum: $200,000
Investable Asset Minimum: $400,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Retirement
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.