Robert  Karras,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Karras, CFP®

CLU, ChFC

CEO, Managing Member

R. Karras, Asset Management & Planning, LLC

5005 Rockside Rd, Ste 600
Independence, OH 44131-6827
(216) 573-3788

General

Robert Karras is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at R. Karras, Asset Management & Planning, LLC in Independence, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Nontraditional Households

More

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