Lauren Klein (CDFA, CFP®, EA, MBA)
Lauren Klein focuses in the
following client markets or areas of practice:
- Baby Boomers
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Baby Boomers
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Additional Information
Lauren 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 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..
NAPFA Start Date
June 01, 2004
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