In addition to creating and authoring Retirement Income Visions™, Robert Klein is the President of Retirement Income Center, a Registered Investment Advisor located in Newport Beach, California. Bob founded the firm in 2012 in order to promote his specialization and expertise in retirement income planning.
Bob was previously the President of Financial Design Center from 1998 to 2011. Bob is also the sole proprietor of Robert Klein, CPA which he founded in 1989. Prior to starting his CPA firm, Bob worked for national and local CPA and financial planning firms in New York, New Jersey, and California beginning in 1980.
A talented writer, Bob's professional portfolio also includes this weekly blog, Financially InKlein'dTM, Robert Klein, CPA's newsletter, and all of the copy for Retirement Income Center's website.
Bob has been quoted, and his expertise featured, in various publications, including The Wall Street Journal, Yahoo! Personal Finance, InvestmentNews, Financial Advisor Magazine, AnnuityNews, Bankrate.com, Wells Fargo Small Business Roundup Newsletter, and Wealth Manager Magazine.
Along with his niche in retirement income planning, Bob has been recognized for his expertise in financial independence planning, management, and protection for high net worth individuals and families. Bob was named a FIVE STAR Wealth Manager in the Orange County, California area in 2009 and 2010.
Bob is a member of Advisor Products Inc.’s Editorial Advisory Board. The Editorial Advisory Board includes 14 of the nation’s leading financial advisors. The board suggests story ideas and provides information about financial topics. It also reviews all stories for technical accuracy as part of a rigorous editorial review process.
After obtaining his CPA designation in 1982, Bob was awarded the CERTIFIED FINANCIAL PLANNER™ designation in 1986 and the American Institute of Certified Public Accountants’ Personal Financial Specialist (PFS) designation in 1995.
A glutton for punishment, Bob followed these three designations with Certified in Long-Term Care (CLTC) in 2006. Bob is currently pursuing the new Retirement Income Certified Professional (RICPTM) designation through The American College.
A New Jersey native, Bob’s formal education includes a B.A. in Economics from Rutgers College in 1978 and an MBA in Accounting from Rutgers Graduate School of Management in 1980. Bob also received an M.S. in Taxation (MST) from Golden Gate University in 1993.
Bob is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), AICPA Personal Financial Planning Division, California Society of CPA’s, and The Corporation for Long-Term Care Certification, Inc.
Bob's personal accomplishments include completion of the 1982 and 1984 New York City Marathons and the 2006 Orange County, California Half Marathon.
Bob lives in Laguna Niguel, California with his wife, Nira. Bob's son, Josh, is attending college in Southern California. When Bob isn't designing and monitoring retirement income planning strategies for his clients, writing Retirement Income VisionsTM blog posts and his Wall Street Journal Market Watch RetireMentors column, and doing continuing education to maintain his various licenses and credentials, he enjoys activities with his family, including walking on the beach, golf, skiing, swimming, working out, and traveling.
Bob also loves music, including playing the piano and guitar, both self-taught. Finally, Bob devotes a fair amount of time to his interest in genealogy.