Klein Financial Advisors, Inc. Email Format
Financial ServicesCalifornia, United States2-10 Employees
Klein Financial Advisors, Inc. operates in the financial services sector, offering fee-only investment management and financial planning services. The firm acts as fiduciary consultants, prioritizing clients' interests and avoiding commissions or referral fees to minimize conflicts of interest. Based in Newport Beach, California, the organization maintains a small team. Its stated mission centers on helping independent women build confidence to navigate major life transitions through informed financial planning. In February 2022, EP Wealth Advisors, LLC announced the acquisition of Klein Financial Advisors, Inc.