Robert Karras, CFP®, CLU®, ChFC®

CEO, Wealth Management Advisor

R. Karras, Asset Management & Planning, LLC. was founded in 2008 by Robert Karras after many years of financial success dating back to 1982. Bob began his career with a major insurance company and after several promotions and climbing the corporate ladder decided he wanted more for his clients and decided to become an independent advisor versus a proprietary provider. In 1995, Bob started his quest for independence and formed the Financial Strategies Group with a partner until 2008 when Bob chose to continue his success on an individual basis.

Over the years Bob has continued to educate himself in the financial services arena and has attained designations of CLU® (Chartered Life Underwriter) through the American College in Bryn Mawr, PA, as well as his ChFC® (Chartered Financial Consultant). With the complexities of the financial services arena Bob went on to achieve the prestigious CFP® (CERTIFIED FINANCIAL PLANNER™) designation in 2001 through the College for Financial Planning in Denver Colorado.

A lifetime resident of The Greater Cleveland area, Bob understands the landscape and thought process of his clients and continues to support them in all aspects of their lives.

Over the years Bob has served on several local Boards helping companies and non-profits establish policies and providing guidance. Additionally, Bob has conducted many seminars on all aspects of Financial, Retirement and Asset Management to groups and schools in an effort to continue to guide and help individuals.

Phone 216-573-3788