Klein Wealth Management Group - RBC Wealth Management

Martin Klein

Managing Director - Financial Advisor, Senior Portfolio Director Group

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For over 30 years, Martin has created sophisticated and personalized wealth planning solutions for highly compensated individuals with complex estate issues. In addition, he is the investment fiduciary on various retirement plans. Martin has specialized experience in political and economic issues, and a keen understanding of how these issues may affect financial markets and ultimately client goals and objectives. This proficiency was gained in his 13+ years of experience in Washington, D.C., serving in positions with the U.S. House of Representatives, the White House and the U. S. Small Business Administration. Previously, he was a Managing Director for J.P.Morgan, a Senior Vice President with Morgan Stanley and spent over fourteen years with Prudential Securities as a Senior Vice President and Senior Portfolio Manager.

Martin taught Advanced Stock Analysis, Investments, Capital Markets and The Survey of Financial Planning at the University of California, Irvine for over fourteen years. He has been a guest lecturer and speaker for groups such as the University of California, Riverside, Cal State Fullerton, the LA Treasurer’s Club, AIAA (the American Institute of Aeronautics & Astronautics), the Junior League of Orange County and numerous cruise lines.

In addition, Martin hosted the Los Angeles public television show “Small Business Views”. He was selected as the host based on his experience in the U.S. Small Business Administration. As the host, Martin interviewed and delved into issues facing business owners, typically in cutting-edge industries. The topics varied but were primarily focused on small business concerns (such as access to capital). The show also highlighted broader topics stemming from the White House Conference on Small Business, including worker’s compensation, product liability, taxes and environmental laws for manufacturing. Martin understands the concerns facing small business owners and his experience allows him to customize wealth management strategies to help address their unique issues.

Martin earned his Bachelor of Science degree from Hobart College in Geneva, New York. He was appointed by the Governor of California to two terms on the California State Advisory Council on Economic Development. He has served on the board of trustees of South Coast Repertory (SCR), Youth Employment Services (YES), the Children's Bureau of Orange County, the Corona del Mar Water Polo Foundation, AYSO Region 57 and the Newport Hills Swim Team. Martin also serves on the Board of Directors of the Pacific Club.

William Klein

Financial Advisor

949-720-8929 714-498-9795

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Jeff Labarthe

Vice President - Financial Advisor

949-720-8932 657-453-7910

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Susan Pistacchi

Client Associate

949-720-8995

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dana McDonald

Wealth Management Consultant

Dana spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Dana works diligently to address clients’ unique situations.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean works with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

Matt Franks

High-Net-Worth Lending Consultant

Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

Jack Fitzgerald

Wealth Planning Associate

Jack's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Jack assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Antoine Burrell

Trust Consultant

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Melissa Winn

Wealth Strategist

Melissa serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Melissa partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

About our team