Lauren Klein
- Role
- Vice President - Senior Wealth Advisor at EP Wealth Advisors
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Vice President - Senior Wealth Advisor
Jan 2022 — Present
Skills
- Investments
- Small Business
- Retirement Planning
- Strategic Planning
- Portfolio Management
- Financial Planning
- Financial Advisory
- Asset Allocation
- Public Speaking
- Finance
- Personal Finance
- Estate Planning
- Strategy
- Wealth
- Leadership
- Mediation
- Start-Ups
- Management
- Wealth Management
- Investment Strategies
- Budgeting
- Asset Management
- Certified Divorce Financial Analyst
- Tax
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