Klein Financial Advisors Inc

Klein Financial Advisors Inc. is a fee-only investment management firm located in Newport Beach, California. Employing 5-9 individuals, the company generates approximately $2.5 million in annual revenue. Klein Financial Advisors specializes in providing financial planning and investment management services to clients, particularly focusing on empowering independent women. Their goal is to equip clients with the knowledge and tools necessary to confidently navigate financial decisions and achieve peace of mind through careful planning. The firm distinguishes itself by operating as a fiduciary consultant, prioritizing clients' interests above all else. Klein Financial Advisors refrains from accepting commissions or referral fees, ensuring that all recommendations are unbiased and solely focused on the client's best interests. Clients can connect with Klein Financial Advisors Inc. through their website, kleinadvisors.com.