Lauren Klein, CFP®, CDFA®, MBA, EA

Vice President, Advisor

Orange County, California

Contact Lauren

Lauren helps women and families make wise decisions through life’s transitions. She brings perspective as a former executive and business owner, integrating investments, taxes, and estate considerations.
Before joining EP Wealth, Lauren spent nearly two decades leading a private advisory firm. She earned a B.S. from Fairleigh Dickinson University and an MBA from Pepperdine University, and completed UC Irvine’s Personal Financial Planning program. She holds the CFP®, CDFA®, and Enrolled Agent credentials.
Lauren’s approach is empathetic, educational, and steady. She clarifies trade-offs and sequences clear next steps, believing thoughtful planning supports resilience and financial independence.
Active in Orange County, Lauren has served on nonprofit boards and advisory groups. She enjoys reading, theater, traveling, and time with her two adult children and four grandchildren.