Get Started

Why I Love My Job

I respect our leadership, management, and my colleagues, and we are always striving to be better. I love my career because of the clients. My clients are all genuinely good people with a sense of balance ad perspective about their lives – including their hard work and their luck! Also, I love the intellectual stimulation I get from interacting with my clients, their CPA’s and estate planning attorneys, and with money managers, especially the international equity managers.

Steven L. Klosterman Family

Steve has been a Regional Director with Halbert Hargrove in San Diego since 2003.  He serves as a fee only fiduciary advisor to a wide range of individual clients, including a family office and their two foundations, as well as entrepreneurs and executives.

Steve also has significant institutional experience. Steve is on the Board of San Diego Foundation and completed a term as Chair on June 30, 2023. Steve is Past Chair and a current member of SDF’s Investment Committee that is responsible for the management of an approximately $1.6 billion in AUM. Steve is on the Investment Committee for the American Lung Association as well. He was a founding Board member of the UCLA Investment Company that oversees the investment of UCLA’s approximately $4 billion endowment and served a ten-year term through June 30, 2022.

An Academic All-American and Honorable Mention All-American football player at UCLA, Steve graduated with honors in 1974. He earned an MBA from Stanford University in 1977, and the ACCREDITED INVESTMENT FIDUCIARY ™ (AIF) from the University of Pittsburgh-affiliated Center for Fiduciary Studies.

Fun Fact

I still occasionally surf—on a very long, big board—usually on the East Cape of southern Baja.