Lauren founded Klein Financial Advisors in 2003. Since then, the Klein Financial team has helped hundreds of independent women and their families take charge of their financial lives by helping them understand how to make their money work for them.
Lauren has decades of experience helping women and their families manage every kind of challenge. Like other financial planners, she has studied and applied the process of complex financial planning and is skilled at allocating assets and managing risk like the best of them. Unlike many traditional financial planners, she takes the time to listen, to understand, and to plan according to each client's unique needs and goals. That’s the kind of experience that matters most.