Robert J. Klosterman
CFP™ - President
Robert Klosterman, CFP® and president of White Oaks Wealth Advisors, has a clear vision for the future. Having worked in financial planning since 1975, Bob sees a real need to provide people with expert and independent wealth advisory services. As a Certified Financial Planner (CFP) Practitioner, Bob’s expertise and guidance have helped to fuel the steady growth of the firm. Today, White Oaks Wealth Advisors boasts a talented staff of advisory professionals, hand-picked for their financial planning and wealth management knowledge as well as their dedication to client service.
"My mission is to serve our clients through the combined expertise of our advisory team. I want to use my experience to really impact the lives of the people who place their trust in us."
Bob’s leadership within the firm’s Advisory Committee regularly encourages fresh thinking and new approaches that provide clients with innovative wealth management solutions in the areas of economic and investment market analysis, stock option strategies and wealth transfer techniques. His perspectives have been shaped by a wide variety of leadership positions within his profession, including:
- Board of Directors, National Advisors Trust Company, FSB (2002-present)
- National President, Institute of Certified Financial Planners (1998) – now The Financial Planning Association
- National Board of Directors, Institute of Certified Financial Planners (1993 – 1999)
- Past Chairman, Twin Cities Society of the Institute of Certified Financial Planners
- Past Chairman, Twin Cities International Association for Financial Planning
- Past President, Twin Cities Society of CLU & ChFC
Bob has been listed as one of the Top 250 Financial Advisors in the United States by Worth Magazine. He has also been recognized as one of the top 150 Financial Advisors by Mutual Fund Magazine, Medical Economics and Bloomberg’s Wealth Manager Magazine. Bob’s published quotes appear frequently in dozen’s of local and national publications, including USA Today, the New York Times, Minneapolis Star Tribune, CFP Today, Barron’s and Fortune.
"I value getting to know our clients and their unique situations. The most rewarding part of my job is cultivating these relationships and helping people achieve the goals they've envisioned."
Bob and his wife have lived in the Twin Cities since 1971 and have 3 children. Bob's hobbies include reading, walking and bicycling.
Feel free to contact Bob at extension 203, or via email at Info@whiteoakswealth.com.
