Angela Klosterman

Angela Klosterman is a financial consultant in Columbia, SC. She serves as a Private Banker, VP, and Assistant Secretary at First Citizens Bank, offering wealth management services to clients in the Greater Columbia area and Lexington, SC. Her practice focuses on creating personalized financial strategies that align with individual life goals, helping clients make informed decisions about their money.

Klosterman works within a firm that has provided planning services for over 125 years. Her approach begins with a consultative conversation to understand a client's future goals and concerns, followed by the creation of a comprehensive, customized plan. She assists clients in integrating personal financial plans with long-term business strategies, structuring debt to leverage credit and assets, and establishing security for families. Her services include evaluating asset protection options, fulfilling estate planning intentions, and coordinating with tax and legal professionals to ensure consistent planning. Her specific focus areas include cash flow planning, customized lending, debt management, and personal banking solutions. She holds FINRA Series 6, Series 7, and Series 63 licenses, qualifying her to advise on investment company products, variable contracts, and general securities.

Angela Klosterman is a financial consultant in Columbia, SC, located on Main St. She provides specialized wealth management and banking solutions to residents in the Columbia and Lexington areas.

Services:

• Cash Flow Planning
• Customized Lending
• Debt Management
• Personal Banking Solutions