Lauren Klein

Lauren Klein, CFP®, serves as Vice President and Senior Wealth Advisor at EP Wealth Advisors since January 2022, following a successful tenure as Founder and President of Klein Financial Advisors, Inc. from September 2003 to January 2022. As a fee-only financial planner and member of NAPFA, Lauren is committed to fostering trust and building personal partnerships with clients to empower informed financial decisions. Prior experience includes independent consulting roles across various finance sectors, including interim CFO for a biotech startup and in-house auditor, as well as a Director of Finance and Controller at Avery Dennison. Educational credentials include a CFP in Personal Financial Planning from UC Irvine, an MBA from Pepperdine Graziadio Business School, and a BS in Accounting from Fairleigh Dickinson University.