President & CEO, White Oaks Wealth Advisors, Inc
Greater Minneapolis-St. Paul Area
- Current
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- President & CEO at White Oaks Wealth Advisors, Inc.
- Past
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- President at R. J. Klosterman & Co.
- Recommended
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4 people have recommended Bob - Connections
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Bob Klosterman’s Summary
Our unique approach to helping clients acheive financial goals has developed with my 30+ years of experience. The White Oaks Wealth Advisors mission is to simplify the complexities of wealth. To realize this mission for our clients we have established specific processes, engaged the services of a top notch team internally and have a extensive external network of resources that can put in place strategies to accomplish the the objectives of upper net worth individuals.
Bob Klosterman’s Specialties:
- Stock Option Planning
- Investment Management
- Tax Planning
- Wealth Transfer Strategies
Additional Information
Bob Klosterman’s Websites:
Bob Klosterman’s Interests:
Investing, Biking, Tech Toys and Gadgets
Bob Klosterman’s Groups:
Rotary, Financial Planning Association, National Association of Professional Financial Advisors, Hedge Fund Association.
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National Association of Personal Financial Advisors -
Financial Life Planning -
InvestmentNews -
City of Lakes Rotary Club (COLRC)
Bob Klosterman’s Honors:
1999 - National President of Institute of Certified Financial Planners, "Five Star Advisor" by Paladin Registry, "Top 250 Advisors" by Worth Magazine, "Best 150 Advisors for Doctors" by Medical Economics, "Top 100 Advisors" by Mutual Fund Magazine.
Bob Klosterman’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
