Alumnus of the Month

Robert Klein

Robert Klein


December 2015

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 to promote his expertise in retirement income planning. He was previously the President of Financial Design Center. Bob is also the sole proprietor of Robert Klein, CPA.

A prolific writer and sought-after expert, Bob is often featured in the financial press. He is the publisher and writer of Retirement Income Visions™, a blog featuring innovative strategies for creating and optimizing retirement income.

Bob’s retirement income planning insights and strategies are featured regularly on MarketWatch as a RetireMentors contributor. He has also appeared in several episodes on The Wealth Channel and was named a RetiremEntreneur by the Retirement Income Journal.

After obtaining his CPA, Bob was awarded the CERTIFIED FINANCIAL PLANNER™ and the AICPA’s Personal Financial Specialist (PFS) designations. He subsequently received the Certified in Long-Term Care (CLTC) 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 is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), AICPA Personal Financial Planning Division, California Society of CPAs, and The Corporation for Long-Term Care Certification, Inc.

Bob has been involved with the New York Life Center for Retirement Income at The American College as a video participant. Those videos are now part of the curriculum for the Retirement Income Certified Professional® (RICP®) designation at The American College.

Bob was a speaker at The American College’s 2015 Knowledge Summit in Hawaii on October 22, 2015.

Bob lives in Laguna Niguel, California with his wife, Nira. Bob’s son, Josh, is currently attending law school on the East Coast. Bob enjoys walking on the beach, golf, skiing, working out, and traveling. His personal accomplishments include completion of two New York City marathons and the Orange County, California half marathon. Bob is a self-taught musician on piano and guitar and he enjoys genealogy.