Robert Klein, CPA, PFS, CFP®, RICP®, CLTC®, MBA, MST

Robert Klein

Founder and President, Retirement Income Center

Robert Klein is the founder and President of Retirement Income Center, a Registered Investment Advisor in Newport Beach, California. Bob founded the firm in 2011 to promote his expertise and specialization in tax-sensitive retirement income planning strategies. He was previously the founder and President of Financial Design Center. Bob is also the sole proprietor of Robert Klein, CPA.

Bob is the writer and publisher of Retirement Income Visions™, a blog featuring innovative strategies for creating and optimizing retirement income that Bob created in 2009. The most recent 180 posts are featured on Retirement Income Center’s podcast channel on iTunes and Android.

Bob is a contributing writer for The Street’s Retirement Daily. His retirement income planning insights and strategies were featured regularly on Marketwatch as a RetireMentors contributor beginning in 2013 until the column was discontinued in 2017.

Bob has been quoted in various publications, including the Wall Street Journal, Forbes, MarketWatch, CNBC, InvestmentNews, Financial Advisor, AnnuityNews, InsuranceNewNet, LifeHealthPro, NextAvenue, and Jean Chatzky’s “This Week in Your Wallet.” He has also been a guest on several radio talk shows.

Bob is a member of Ed Slott’s Elite IRA Advisor GroupSM. Members of this prestigious group train with Ed Slott and his team of IRA Experts on high-level retirement planning strategies throughout the year.

Bob is also an Adjunct Professor for The American College of Financial Services. He has recorded educational videos with the College’s Retirement Income Certified Professional® (RICP®) program for the program’s students. Bob was a speaker and the sole practitioner on the Retirement Income Planning Panel of the American College’s 2015 Knowledge Summit in Honolulu. He was selected by The American College as its December, 2015 Alumnus of the Month.

After obtaining his CPA, Bob was awarded the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the AICPA’s Personal Financial Specialist (PFS) designations. He subsequently received the Certification in Long-Term Care (CLTC®) designation and was one of the first recipients of the Retirement Income Certified Professional® (RICP®) designation through the American College.

A New Jersey native, Bob’s formal education includes a BA in Economics from Rutgers College, an MBA in Accounting from Rutgers Graduate School of Management, and an MS in Taxation from Golden Gate University.

Bob and Nira Klein by Gresham Palace in Budapest, Hungary
Bob, Nira, and Josh Klein

Bob is a member of the American Institute of Certified Public Accountants (AICPA), AICPA Personal Financial Planning Division, and California Society of CPAs. He is a former member of Cal State Fullerton’s CFP® Program Advisory Board.

Bob lives in Laguna Niguel, California with his wife, Nira. Bob’s son, Josh, is an employment law attorney. Bob works out regularly and enjoys walking on the beach, skiing, and traveling. His love of music includes taking electric guitar lessons since 2016 and being self-taught on the piano. Bob’s personal accomplishments include completion of two New York City marathons and the Orange County, California half marathon.


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23 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660-7908

Phone: (949) 251-0910 or Toll Free: Plan2Retire (844-752-6273)


Advisory services offered through Retirement Income Center, a Registered Investment Advisor

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