Congratulations Robert
On Being Named a
2010 FIVE STAR Wealth Manager
Robert Klein
Financial Design Center
5020 Campus Dr.Newport Beach, CA 92660
(949) 251-0910
rklein@financialdesigncenter.com
www.financialdesigncenter.com
Read my weekly blog, www.RetirementIncomeVisions.com to learn how our area of focus, retirement income planning, can help you!
Area of Focus: Retirement Income Planning
Designations: CPA, PFS, CFP(R), CFS, CLTC, MBA, MST
Advisor is licensed/registered to do business with U.S. residents in the states of: CA
Robert Klein is an Investment Advisor Representative of Financial Design Center. CA Insurance License #0708321. Advisory services offered through Financial Design Center, A Registered Investment Advisor.
Financial Design Center and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Financial Design Center clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.