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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Klein is a financial advisor with EP Wealth Advisors, a firm headquartered in Torrance, CA. Lauren is a Certified Financial Planner™ professional. She is registered in California and has been in the industry since September 2003. Lauren is a Registered Representative and Investment Advisor Representative in California. Lauren works with high-net-worth individuals, families, and business owners to provide comprehensive financial planning and investment management services. She is also a tax preparation specialist and helps clients develop tax-efficient strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/25/2022 - Present
EP Wealth Advisors (TORRANCE CA)
BOTH
Issued 05/13/2003
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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