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.
Specialties
Fee-only Financial Planning, Investment Management, Divorce Financial Planning, Financial Planning for Widows, Tax Planning, Retirement Planning
