Retirement Income Center
Robert Klein is the founder and 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 founder and 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
Bob is also the publisher and author of Retirement Income Visions™ (www.RetirementIncomeVisions.com), a blog that has been published since
August, 2009. The blog features innovative strategies for creating and optimizing
In addition to his blog, Bob's retirement income planning insights and strategies are
featured in his column in The Wall Street Journal as a RetireMentors
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.
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 was awarded the Retirement
Income Certified Professional® (RICP®) designation through The American
College in 2013. Bob was one of the first recipients of this designation.
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.