Connect with us
Lauren Klein

Lauren Klein

Lauren (CFP®) (CDFA), a NAPFA Registered Financial Advisor, and a member of the Financial Planning Association (FPA), she served as a board member of the Orange County chapter from 2005 to 2008. She is also an active member of the International Academy of Collaborative Professionals and Collaborative porce Solutions of Orange County - Practice Group. Lauren earned her bachelor's degree in accounting from Fairleigh Dickinson University, and an MBA from Pepperdine University. To further her ability to assist with collaborative porce services, she has also completed mediation training at Mosten Mediation. Learn more here.

STORIES BY Lauren Klein