Robert B. Klein
Robert B Klein, CPA, CLTC at Focused Wealth Management – An SEC Registered Investment Advisor with offices at 216 Route 299 Highland, NY. Robert is a Registered Representative of Securities America and is a member of Focused Wealth Managements Investment Committee.
Bob obtained a BBA from the Bernard M. Baruch School of Business of the City College of NY in 1963. In 1966 he obtained an MPA from the Rockefeller College of SUNY at Albany. Subsequently he took an accounting program at Siena College and obtained his CPA. He has been employed by the Governor’s Budget Office where he was responsible for oversight of bond issuance by public authorities that issued billions of dollars of bonds and advised the Public Authorities Control Board on the viability of individual bond issues. He was responsible for oversight of NY’s public buildings construction program. During his career at Budget he conducted or participated in numerous management studies of programs like the motor vehicle license and registration system as well as reorganization studies of major programs such as the one that created the NYS Department of Transportation. He also oversaw the budgets of numerous agencies including the State University of New York.
In 1998 he became a registered representative with Pirrone and Co. Inc. In October 2004 he joined Securities America and in March 2006 he became an Investment Advisor Representative with Passante Associates, LLC. Since April 1995 when he obtained his CPA, he has been preparing tax returns for clients. He is licensed to help clients with their life and health insurance needs and certified in Long Term Care and represents most of the major companies that offer long term care insurance to clients that need it. Tax advice provided by Robert Klein, CPA.