Helping Independent Women Plan for a Lifetime of Security
Klein Financial Advisors, Inc helps clients plan for a lifetime of financial security. We are a financial planning and wealth managment advisory firm in Newport Beach, California. People from all walks of life turn to us for a "big picture" perspective on their finances. Personalized financial solutions from Klein Financial Advisors and other trustworthy, knowledgeable professionals can give you confidence to navigate life transitions, achieve your financial goals and enjoy the life you were meant to live. Fee-Only, Independent Service There's another compelling reason to choose Klein Financial Advisors, Inc As Fee-Only advisors, we work solely for our clients. As fiduciary consultants, we put our clients' interests first. There are no commissions, no referral fees and no conflicts of interest. We serve with integrity as your trusted advisor so you get expert guidance with only one purpose in mind: your financial success.