Team Leadership

Wealth management experience. Banking industry insights.

robert

Bob Klefsaas
Founder and President
All Star Financial
Read Bob’s In-Depth Bio >

A graduate of St. Olaf College, Northfield, Minnesota, Bob founded All Star Financial in 1990. He holds a Certified Financial Planner designation (CFP®). In addition, Bob has earned the designation of Accredited Investment Fiduciary (AIF®), important in helping All Star Financial deliver services to corporate plans. He also earned the Certified Financial Divorce Specialist (CFDS) designation, which is helpful in providing financial advice to individuals going through a divorce.

In addition, Bob is co-founder and Chairman of the Board of BankVista, a community bank located in Sartell, Minnesota, just an hour north of the Twin Cities. He hosts WCCO’s MONEY MYTHS program every week in an attempt to educate people about the real truth about investing to educate people about the real truth on investing—not the biased view brokers bring to the table—and to get people thinking seriously about their investment decisions.

As our team leader, Bob has experience in both wealth management and banking. He and his All Star Financial teammates are experts in portfolio management, as well as estate planning and tax planning. Over the years, he has also cultivated and maintained long-standing banking relationships.