In order to serve clients with the best ideas and concepts available, professionals need to continue their learning to adequately serve their clients.
Minneapolis, MN (PRWEB) October 18, 2011
Robert Klosterman, CEO and Chief Investment Officer of White Oaks Wealth Advisors in Minneapolis MN, recently earned his (FWA) Family Wealth Advising Certificate, from the Family Firm Institute (FFI). Klosterman has finished a two-year program that included three courses, case-based work with a mentor and participation in the FFI annual conferences. The FWA certificate was established in 2006 and 34 people from 12 countries have finished the program. Klosterman was awarded the certificate at the annual conference for the Family Firm Institute held October 13th-15th in Boston, MA.
Klosterman is committed to furthering his skills and practice in Family Office and he adds, “Learning is not a “been there, done that” thing. In order to serve clients with the best ideas and concepts available, professionals need to continue their learning to adequately serve their clients. The Family Wealth Advising Certificate is a wonderful way to do that."
White Oaks Wealth Advisors Inc is a private, fee-only Wealth Management and Family Office firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.