Greg Kaltenbach

Greg Kaltenbach, founder of Statera Asset Management, LLC, has spent more than 30 years in financial services as an advisor and business leader. A graduate of the University of Southern California, Greg has spent his career advising high-net-worth individuals and business owners on the complexities of building, preserving, and transitioning wealth—from investment management and estate planning to business succession and advanced retirement strategies.

Throughout his career, Greg remained an active financial advisor while also leading large financial services organizations, serving as General Agent for John Hancock’s Southern California offices and later for MassMutual’s Orange County and San Diego offices. That experience gave him an appreciation for the capabilities of large institutions, while also revealing the tensions that can arise when corporate priorities, proprietary products, and distribution objectives intersect with the responsibility to put clients first.
That perspective led Greg to found Statera Asset Management more than 19 years ago, with a belief that investment management and financial advice should be grounded in authenticity, transparency, and a genuine alignment of interests. The same philosophy ultimately led to the creation of Statera Private Client, a boutique financial services firm based in Newport Beach, California, founded on the belief that financial advice should begin with the needs of the client rather than the priorities of a particular institution or distribution model.

After more than three decades in the industry, Greg continues to believe that enduring client relationships are built on trust—and that trust is earned through candor, transparency, authenticity, and consistently placing the client at the center of the advice being given.