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          • Home
          • About
            • About our team
            • Wealth management approach
            • Client experience
            • RBC Private Wealth
          • Offerings
            • Retirement income planning
            • 401(k) plan reviews for employers
            • RBC WealthPlan
            • Advantages of credit
            • Women and wealth
          • Market commentary
          • Insights
          • Contact
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          Older woman working on a tablet

          Business owner? What’s your retirement plan?

           Jan 09, 2025 |RBC Wealth Management

          Stepping back from your business requires as much hard work and planning as it took to build it.

          Read more

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          Martin Klein, NMLS # 530158 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

          , and Martin Klein, NMLS # 530158 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

          , and Martin Klein, NMLS # 530158 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

          Read additional advisor disclosures.

          Obtain more information about this financial advisor on FINRA's BrokerCheck website

          Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

          Contact information

          Klein Wealth Management Group

          Phone: 949-720-8944

          Martin Klein

          Managing Director - Financial Advisor,
          Senior Portfolio Director

          Phone: 949-720-8944
          Cell: 949-629-8941

          William Klein

          Financial Advisor

          Phone: 949-720-8929
          Cell: 714-498-9795

          Susan Pistacchi

          Client Associate

          Phone: 949-720-8995

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          Newport Beach
          610 Newport Center Dr., Suite 900
          Newport Beach, CA 92660
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