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Klaus Gottlieb

Wealth Care, a comprehensive, orchestrated approach to estate planning

Estate Planning
California

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Before becoming a lawyer, Dr. Klaus Gottlieb trained as a physician and enjoyed a blended career in private practice, academic medicine, and the pharmaceutical industry. He served 16 years in the United States Naval Reserve achieving the rank of Commander, Medical Corps, and was deployed during the Global War on Terrorism. During his distinguished medical career, he was promoted to the academic rank of Full Professor at George Washington University in Washington, DC. As a physician he frequently was asked to testify as medical expert witness. In 2010 he transitioned to the pharmaceutical industry where he has occupied executive level positions of increasing responsibility.

In addition to medical school in Germany (University of Bonn) he graduated with highest honors from the Indiana University MBA program (Beta Gamma Sigma), passed the level I Chartered Financial Analyst (CFA) Exam, and completed a Master of Science program in Biotechnology at Johns Hopkins.

A few years ago he decided to turn a long-held dream of studying law into reality. Initially it was the liberal arts and humanities aspect of the curriculum that interested him, but increasingly he noticed that finding solutions others could not see was the most rewarding part of it. For Dr. Gottlieb, Trust and Estates is the field where deep knowledge of the law, skills in counseling and analyzing family dynamics achieved as a physician, financial expertise as MBA and the ability to find creative solutions can be fruitfully combined to help clients to fulfill their dreams of providing a legacy for themselves and their loved ones.

He graduated in April 2021 from Northwestern California University School of Law in Sacramento and passed the July 2021 California Bar Exam on the first attempt (53% pass rate). He is a member of the California Bar, the California Lawyers Association, WealthCounsel, and the San Luis Obispo County Bar Association.

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