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DECEMBER 10th: Putting Your Estate Plan Into Action – Is Your Family Really Prepared? with Curtis Kaiser – REGISTER TODAY

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 and 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 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. He serves on the Board of the Community Foundation Boulder County and is Co-Chair of their Investment Committee as well. Steve is also on the Investment Committee for the American Lung Association and San Diego Foundation where he previously served on the San Diego Foundation including a term as Chair. Steve also was a founding Board member of the UCLA Investment Company and served on the UCLA Foundation Board including a two-year term as Chair.

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

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Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Halbert Hargrove Global Advisors, LLC is engaged, or continues to be engaged, to provide investment advisory services.