ROBERT J. KLOSTERMAN



ROBERT J. KLOSTERMAN

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ABOUT THE AUTHOR

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Robert Klosterman, CFP� is Founder of White Oaks Wealth Advisors, Inc. and its predecessor R.J. Klosterman & Co, Inc. Bob has been a Certified Financial Planner licensee since 1989. He has a clear vision for the future having worked in financial planning since 1975, and feels a strong need to provide people with expert and independent wealth advisory services. As a Certified Financial Planner and certificate holder for Family Wealth Advising, 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.

Leadership Positions

His perspectives have been shaped by a wide variety of leadership positions within his profession, including:

Hennepin Technical College Foundation 2006-2013
Board of Directors
Chair of Investment Committee
Basilica Landmark Board 2009-2013
Basilica of St. Mary 2009-2013
Member of Investment Committee
Alzheimer�s Assoc of MN & ND 2009-2012
Board of Directors
Member of Finance Committee
Board of Directors, National Advisors Trust Company,FSB (2002-2009)
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


Recognition of Excellence

White Oaks has been recognized by CNBC as a Top 100 Fee-Only Wealth Management Firm in the the US

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 dozens 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 now in Longboat Key, FL since 2013 and have three children. Bob�s hobbies include reading, sailing, walking and bicycling.

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