Lauren Klein
Lauren (CFP(r)) (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 .
Articles by Lauren Klein
- Opinion
You, Me, and We: How To Navigate a Financial Threesome
Navigating your financial threesome can be tricky, and the best place to start is with a comprehensive financial plan and a budget.
- Opinion
If You Suddenly Had a Million Dollars, How Would It Change Your Life?
So what is your greatest treasure? How do you want to use money to become a better version of yourself? #finance #money
- Opinion
Is Moving Closer to Your Kids and Grandkids the Right Leap?
Walking through the following questions together helps get them thinking about every aspect of the decision of moving closer to children. #retirement
- Opinion
Staying Relevant After 50 in a World of Ageism and Sexism
- Opinion
How Braving and Vulnerability Can Shift Your Relationship With Money
- Opinion
Lessons From a Master in the Art of Aging: Leonard Cohen
- Opinion
When Did It Become Ok to Be Financially Illiterate?