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).
Total Assets Under Management13MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$192,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.