Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Newport Beach > Robert H. Klein, CPA/PFS,CFP®,CLTC
Find the Certified Financial Planner™
Who's right for you.

Robert H. Klein, CPA/PFS,CFP®,CLTC

Retirement Income Center

5020 Campus Dr
Newport Beach, CA 92660-2120
Phone: (949) 251-0910
Fax: (949) 251-0218

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Getting Divorced
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.