Retirement Income Center

Retirement Income Center (CRD# 142528) is a financial advisory firm headquartered in Newport Beach, CA. They manage $12,700,000 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Retirement Income Center
Showing 1 - 1 of 1 top financial advisors.
Robert H. Klein
CRD#: 1339953
5020 Campus Drive, Newport Beach, CA 92660

Robert Klein (CRD# 1339953) is an Investment Advisor Representative working at Retirement Income Center in Newport Beach, CA and has over 18 years of experience in the finance industry. Robert Klein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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