Klein Financial Advisors, Inc. Employee Directory

Q: What is Klein Financial Advisors, Inc. known for?

Klein Financial Advisors, Inc. was founded in 2003. Klein Financial Advisors, Inc. operates in the Financial Services industry.

Financial ServicesCalifornia, United States2-10 Employees

Klein Financial Advisors, Inc. is dedicated to helping our clients plan for a lifetime of financial security. Based in Newport Beach, California, we provide fee-only investment management and financial planning services to help our clients live their ideal life. 

Our personal mission is to help independent women gain the confidence to navigate life's transitions. We do this by partnering with them and providing the knowledge and tools they need to make smart decisions about their finances and their future and, ultimately, to achieve peace of mind through careful planning. 

As fiduciary consultants, we always put our clients' interests first. We receive or pay no commissions or referral fees for the products we recommend and we operate with no conflicts of interest. As a result, our clients are assured that all the guidance we provide is focused solely on their best interests.

Find Klein Financial Advisors, Inc. employees' phone numbers or email addresses

Klein Financial Advisors, Inc. Global Highlights

North America
5

United States Of America
5

Klein Financial Advisors, Inc.'s Leadership

J. K.
Managing Member
Mobile Phone
Email

Klein Financial Advisors, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Klein Financial Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

J. K.
Managing Member
Mobile Phone
Email
United StatesNew York
Mar 14, 2026

Frequently Asked Questions

What is Klein Financial Advisors, Inc. known for?

Klein Financial Advisors, Inc. was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 4299 Macarthur Boulevard Suite 100 Newport Beach, California 92660 United States; you can contact the main corporate office by phone at

+1-949-477-****

. Explore Klein Financial Advisors, Inc.'s company overview page for more information.

What is Klein Financial Advisors, Inc.'s most common email format?

Klein Financial Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Klein Financial Advisors, Inc. email formats with LeadIQ.

How many employees does Klein Financial Advisors, Inc. have currently?

Klein Financial Advisors, Inc. has approximately 4 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Klein Financial Advisors, Inc.'s key employees and leadership?

As of March 2026, Klein Financial Advisors, Inc.'s key employees include:

Managing Member: J. K.

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