What departments does Klein Financial Advisors, Inc. have?

Klein Financial Advisors, Inc. has employees across 1 departments including Operations.

What is the largest department at Klein Financial Advisors, Inc.?

The largest department at Klein Financial Advisors, Inc. is Operations with 1 employees.

Where are Klein Financial Advisors, Inc. employees located globally?

Klein Financial Advisors, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Klein Financial Advisors, Inc.'s team size changed over time?

Klein Financial Advisors, Inc.'s team has decreased from approximately 3 to 2 employees based on available data.

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Klein Financial Advisors, Inc. Employee Directory

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.

Klein Financial Advisors, Inc. Global Highlights

North America
5

United States Of America
5

Klein Financial Advisors, Inc.'s Leadership

J. K.
Operations Manager
Mobile Phone
Email
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.
Operations Manager
Mobile Phone
Email
United StatesKentucky
Apr 17, 2026
J. K.
Managing Member
Mobile Phone
Email
United StatesNew York
Mar 24, 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 May 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 May 2026, Klein Financial Advisors, Inc.'s key employees include:

Operations Manager: J. K.
Managing Member: J. K.

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Klein Financial Advisors, Inc. Employee Directory

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