Work History
Edward Jones
Edward JonesFebruary 2016 to Current
FINANCIAL ADVISOR
Maggie Klein
CFP®, AAMS™
32392 Coast Hwy Suite 190, Laguna Beach, CA 92651opens in a new windowAccepting New Clients
Focus Areas
- Retirement Income Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Charitable Giving
- Not-for-profit Organizations
About Maggie
Starting my career in Silicon Valley and relocating to Orange County in 2020, I couldn’t be more proud to continue working with my clients up north, while continuing to grow my roots in Laguna Beach.
When working with clients, our process is simple – we first learn about your current situation, what your goals are and your comfort with risk, and then run an analysis to see if you're on track to reach them. We want our clients to feel understood, informed, in control and secure. Our clients expect proactive communication and often attend our quarterly educational events to learn about...
When working with clients, our process is simple – we first learn about your current situation, what your goals are and your comfort with risk, and then run an analysis to see if you're on track to reach them. We want our clients to feel understood, informed, in control and secure. Our clients expect proactive communication and often attend our quarterly educational events to learn about...
Work History
Edward Jones
Edward JonesFebruary 2016 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Iowa State Univ
Iowa State UnivBachelor of Science
Education
Iowa State Univ
Iowa State UnivBachelor of Science
Personal Interests
- Wine Collecting/Enthusiast
- Volunteering
- Spending Time with Family
- Traveling
- Animal Rescue
Team Members
Grayson HoltbyBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
Laguna BeachFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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