Laurie L. Klein, CFP<sup>&reg;</sup> - Financial Advisor

Laurie L. Klein, CFP®

ChFC®

Founder/Principal

Kaizen Financial Advisors

4030 Lake Washington Blvd NE, Suite 308
Kirkland, WA 98033
FINANCIAL ADVISOR'S WEBSITE
(425) 321-5802 CONNECT WITH Laurie
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General

Laurie Klein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kaizen Financial Advisors in Kirkland, WA and the surrounding communities.

Financial Advisor Overview

We are fee-based fiduciaries, and our philosophy is simple: We are here to help you achieve your goals. We work with those accumulating assets and those approaching retirement. We offer a wide array of services, including investment management, retirement planning, proactive tax planning, estate planning, college saving, concentrated stock strategies, and risk management. As your life changes—whether you start a family, enter into retirement, or change careers—we’ll be there with you.
 
The word kaizen means continuous improvement, taking small steps to achieve real results. The concept of kaizen is an organizational attitude, approach, and philosophy to the way that we do business. It is our key emphasis to maintain or achieve competitive advantage through well-managed and dynamic processes. We are client-focused, we are disciplined, and we empower our associates to help you achieve your goals.
 
As a fee-based independent registered investment advisor, Kaizen charges for our services based on a percentage of assets under management, or a fixed fee. This fee arrangement is transparent and objective, allowing us to provide advice based exclusively on your goals, needs, and risk tolerance.
 
This approach to wealth management means that the financial advice, service, and communication allows you go through your day confident with your financial situation.

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Financial Advisor Experience

Laurie has been providing financial services to individuals and families since 2001. Previously, she served in senior financial and operations management positions with a successful electronics manufacturing company. Her success in both worlds is based upon her resourcefulness, dedication, and passion for client satisfaction. Her mission is to provide comprehensive service from day one in enabling clients to achieve their goals, develop resources, and implement their plan.
 
Clients consistently use words like trust, integrity, and accessible to describe her. They have faith in her judgment, commitment, and ability to translate their vision into reality. This trust is carried through the entire process, extending to the hand-picked teams of attorneys, CPA’s, insurance professionals, and advisors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: Washington
  • Health/disability insurance: Washington

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources