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 were featured regularly on MarketWatch as a RetireMentors contributor until the column was discontinued in 2017. 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. Bob was selected by The American College as its December, 2015 Alumnus of the Month.
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. He is also a member of the Cal State Fullerton CFP® Program Advisory Board.
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, skiing, working out, and traveling. His personal accomplishments include completion of two New York City marathons and the Orange County, California half marathon. Bob loves music. He is self-taught on the piano and has been taking electric guitar lessons since 2016.
Retirement Income Planning Services Coordinator
Diane Keuning joined Retirement Income Center in 2008. She is responsible for administration and coordination of the planning, management, and protection activities of the firm.
Diane also provides invaluable assistance with the various services offered by Robert Klein, CPA. This includes income tax preparation and assembly as well as bookkeeping for the firm’s accounting clients.
Diane grew up in Torrance, California and graduated from Torrance High School. Her previous experience includes administration and office management.
Diane is married and lives with her husband, Bart, and their daughter, Kelsey, in Mission Viejo. When she isn’t working, Diane enjoys spending time outdoors walking, camping, and traveling with her family. She also works with the local Girl Scouts and enjoys jogging.