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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Klein Financial Advisors, Inc.

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Newport Beach, CA
Klein Financial Advisors, Inc.

Klein Financial Advisors, Inc. is dedicated to helping clients plan for a lifetime of financial secu

Based in Orange County, California, Klein Financial Advisors was founded by Lauren Klein in 2003 to help women, theuir families and their businesses realize their true financial potential through the knowledge and guidance that results in the best possible choices. We offer customized, unbiased, intelligent guidance in a holistic integrated process. We operate under fiduciary standards, and our fi

rm is a Registered Investment Adviser in both California and Texas. We take great pride in the value we provide and the client trust we've earned through our dedication to service. As fee-only planners and members of NAPFA, the National Association of Personal Financial Advisors, we do not sell products, accept commissions, or accept or pay referral fees. As a result, you can be assured that we are always acting in your best interests based on your personal financial goals. We believe this is what sets us apart from most traditional advisors -- and why nearly all of our new clients come to us as personal referrals.

01/20/2022

The backdoor Roth is still an option (at least for the moment!)

Sen. Joe Manchin, D-W.Va., said Sunday he won't support the Build Back Better Act in its current form. That delays tax proposals slated to take effect in 2022.

01/18/2022

Who knew?

A retirement-planning trade group is underwriting the Rolling Stones’ latest tour, and a close look at their classic songs suggests they’ve been offering financial tips from the start.

01/13/2022

In today's blog post: Put these 3 things in your 'stock market survival kit' to fare well through quakes of every size.

(Lauren's blog) Put these 3 things in your 'stock market survival kit' to fare well through quakes of every size.

01/12/2022

Concerned about inflation? Let's look at your strategy together to be sure you're prepared for what lies ahead.

Retirement savers and retirees need to defend against the eroding effects inflation has on their nest egg and legacy goals.

01/10/2022

These dates matter for retirees AND for anyone still working to get there!

Missing an important deadline can sometimes mean a financial hit. Here is a checklist of what you need to do and when to avoid any potential issues.

01/07/2022

Now may be the time to rethink your retirement strategy. I'm here to help!

The Covid-19 pandemic has triggered lots of anxiety among retirement investors. Economic fallout from the crisis has forced many to reconsider their goals, and you may have even retired early with less saved than you might have planned. As we head into the new year, it’s a good time to take stock

01/04/2022

I found a revealing time capsule in my blog post from March 2020—and every piece of advice remains the same. Isn't it nice to know that some things remain constant?

From the blog: The coronavirus has changed everything. These 5 tips can help you care for yourself financially while doing what you can to support others when they need it most.

01/03/2022

Make 'mindful finance' your mantra in the new year.

That’s why the pairing of mindfulness with finance can be so powerful; in fact, it can be life-changing.

12/29/2021

Caregivers need care, too!

Every night before bed, Pat and John Sullivan list at least three things for which they are grateful that day. Their 40 years together, each better than the last. The joy they get from art and music. Their ability to keep loving and supporting each other through all the challenges they face.

12/28/2021

Concerned your 'next generation' will squander all you've accomplished? (As always) Jonathan Clements offers an uplifting perspective.

MILLIONS OF RETIRED baby boomers struggle financially, and yet they don’t eat avocado toast, don’t have a daily Starbucks habit and didn’t graduate college with a degree in women’s studies. What’s my point? In the comments section of HumbleDollar, there are two recurring themes—that youn...

12/27/2021

Following up on last week's blog post, consider taking this 5-day gratitude challenge!

To start sharpening your gratitude skill and begin making it an ongoing practice, try CNN Fitness contributor Dana Santas' five-day gratitude challenge.

Address

4299 MacArthur Boulevard, Ste 100
Newport Beach, CA
92660

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.kleinadvisors.com/

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