Martin Klein, Financial Advisor at RBC Wealth Management

07/21/2026

87% of Americans plan to travel for at least one night this summer.

Did you know the best bucket list moments don’t just happen? They are planned for. Meticulously. And that makes the payoff, whether it’s at the beach, the mountains or some far-off destination, all that much sweeter.

Growing up back east, one of the things on my bucket list was always to experience the grandeur of the redwoods.

A visit to Humboldt Redwoods State Park was more breath-taking than I imagined. It is the world’s largest remaining contiguous old-growth forest of coast redwoods. Over 100 of the 137 known trees over 350 feet—all coast redwoods—occur in the park. In March of 1991, the “Dyerville Giant” fell—at 372 feet high, it was estimated to be 1,600 years old.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

07/14/2026

From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life. .s.economy

www.martinkleinrbc.com 949/720-8944 [email protected]

From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.

07/09/2026

Stay focused and work hard to achieve your goals. That’s golf ambassador Corey Conners advice for dealing with the ups and downs of life, business and golf.



Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

07/04/2026

The Klein Family wishes you and your family a Happy and Healthy 4th of July.

250 Years!!!!

“My God! How little do my countrymen know what precious blessings they are in possession of, and which no other people on earth enjoy!”
----Thomas Jefferson

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

06/30/2026

Outstanding Joseph Drouhin Wine Dinner at the Pacific Club in Newport Beach, CA with Guest of Honor Laurent Drouhin.

Founded in 1880, Joseph Drouhin is now one of the largest and most diverse estates in the entire Burgundy region. The estate comprises mainly Grand Cru and Premier Crus, with the two dominant varietals—Pinot Noir and Chardonnay. They are known for practicing organic and biodynamic viticulture using horse drawn plowing, natural composting and allowing grass to grow freely between the vines.

The wine and food pairings were right on target, particularly with the Dover Sole. The wine of the night was the Joseph Drouhin, Clos des Mouches Blanc, 1er Cru, 2019, 1.5L.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

06/25/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team (Klein Wealth Management Group). One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

06/23/2026

My wife and I along with the Orange County Wine and Food Society just recently attended the 2026 Napa Valley Wine Barrel Auction.

The sold-out event this year was hosted at the newly reimagined Robert Mondavi Winery, in Oakville, California—which recently completed a 3-year $200 million renovation.

Attendees had the opportunity to taste and bid on exclusive wine lots from over 100 vintners from the acclaimed 2024 vintage. Some of the top grossing lots were Cardinale, Joseph Phelps, Ovid, Chappellet, Continuum Estate, Robert Mondavi, Favia and Alpha Omega. In addition, most of the major restaurants from the valley were represented. Some of my favorite foods were the Duck Fat Fries and Aioli from Compline, the Salmon Rillettes from Bouchon Bistro, the Wagyu Hot Dog from Charlie’s, the Buttermilk Fried Chicken Slider from Ad Hoc, the Gott’s Roadside Cheeseburger and the Chilled Summer Corn Soup from Angele.

The entire weekend of events raised over $6 million for the Napa Valley Vintners Youth Wellness Initiative.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

05/28/2026

Last week the Lott IMPACT Trophy announced their Watch List for the 2026 Season at their annual luncheon held at the Pacific Club in Newport Beach, California.

Of the 42 announced players, 17 are defensive backs, 16 are defensive lineman and 9 are linebackers.

This year, there are 16 players from the Big Ten (the most of any conference), 13 from the SEC, 6 from the ACC, 5 from the Big XII and 2 from Notre Dame.

The Lott Trophy annually goes to the college defensive player who has had the biggest impact on his team both on and off the field. The winner is selected by a national voter panel, consisting of former winners, members of the media, coaches and members of the Board of Directors of The IMPACT Foundation.

The winner will be announced at a gala black-tie event at The Pacific Club on December 9, 2026.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

05/21/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.

The photo is the Honolulu Memorial in the National Cemetery of the Pacific located at the Punchbowl Crater in Honolulu. Its walls are etched with the names of 28,788 military personnel who are missing in action or were lost or buried at sea in the Pacific. The statue of Lady Columbia, also known as Lady Liberty, is reported to represent all grieving mothers. She stands on the bow of a ship holding a laurel branch.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]

05/19/2026

This past week, Will and I attended an extremely informative RBC Team Summit meeting in Viking Lakes (just outside of Minneapolis), Minnesota.

The meeting focused on enhancing the client relationship and experience—maximizing our AI to strengthen client communication and reporting. RBC’s upgraded technology now upgrades many of our services---allowing our clients to have access to a team of specialists instead of a team of generalists.

We also discussed behavioral finance—challenging traditional theories that assume markets are ideally efficient. Research continues to show that emotions, biases and mental shortcuts can clearly affect decision-making. Our AI can help investors stay focused on a goals-based framework.

After one of the meetings we were able to visit the Minnesota Vikings Football Team Hall of Fame, as their practice facility is located in Viking Lakes. It definitely got us looking forward to football season.

Visualize the lifestyle, dreams and future you always imagined and create a realistic path so that you relish the journey to that exciting and full life.

www.martinkleinrbc.com 949/720-8944 [email protected]