Lauren Klein Email & Phone Number
Vice President - Senior Wealth Advisor @ EP Wealth Advisors
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Lauren Klein Location
- Newport Beach, CA, US
Lauren Klein Work
- Vice President - Senior Wealth Advisor @ (January 2022 - Present)
- Founder and President @ (September 2003 - January 2022)
- Independent Consultant @ Lauren Klein & Associates (March 1999 - November 2003)
- Director of Finance and Controller @ (January 1984 - December 1999)
Lauren Klein Education
- UC Irvine
CFP (Personal Financial Planning)
2000-2002 - Pepperdine Graziadio Business School
MBA (Business and Financial Management)
1984-1987 - Fairleigh Dickinson University
BS (Accounting)
1970-1973
Lauren Klein Skills
- Financial Planning
- Asset Management
- Personal Finance
- Mediation
- Retirement Planning
- Investments
- Portfolio Management
- Tax
- Budgeting
- Investment Strategies
- Asset Allocation
- Wealth Management
- Estate Planning
- Certified Divorce Financial Analyst
- Strategic Planning
- Finance
- Financial Advisory
- Leadership
- Management
- Start-ups
- Strategy
- Small Business
- Public Speaking
- Wealth
- Social Media
- Start Ups
- Microsoft Excel
- Business Development
Lauren Klein Summary
- Lauren Klein, based in Newport Beach, CA, US, is currently a Vice President - Senior Wealth Advisor at EP Wealth Advisors. Lauren Klein brings experience from previous roles at Klein Financial Advisors, Inc., Lauren Klein & Associates and Avery Dennison. Lauren Klein holds a 2000 - 2002 CFP in Personal Financial Planning @ UC Irvine. With a robust skill set that includes Financial Planning, Asset Management, Personal Finance, Mediation, Retirement Planning and more. Lauren Klein has 4 emails and 3 mobile phone numbers on RocketReach.
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