Lauren Klein's Location

Newport Beach, CA, US

Lauren Klein's Education

  • UC Irvine

    CFP

    2000 - 2002
  • Pepperdine Graziadio Business School

    MBA

    1984 - 1987
  • Fairleigh Dickinson University

    BS

    1970 - 1973

Lauren Klein's Skills

  • Financial Planning
  • Asset Management
  • Personal Finance
  • Mediation
  • Retirement Planning
  • Investments
  • Portfolio Management
  • Tax
  • Budgeting
  • Investment Strategies

Lauren Klein's Summary

Lauren Klein, based in Newport Beach, CA, US, is currently a Vice President - Senior Wealth Advisor at EP Wealth Advisors. Lauren Klein holds a 2000 - 2002 CFP @ UC Irvine. With a robust skill set that includes Financial Planning, Asset Management, Personal Finance, Mediation, Retirement Planning and more, Lauren Klein contributes valuable insights to the industry. Lauren Klein has 6 emails and 1 mobile phone number on RocketReach.

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