Brett N. Karras,  CFP<sup>&reg;</sup> - Financial Advisor

Brett N. Karras, CFP®

Financial Advisor

The Karras Company, Inc.

4695 S 1900 W, Ste 3
Roy, UT 84067
(801) 825-3000

General

Brett Karras is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Karras Company, Inc. in Roy, UT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA,AZ
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources