Robert Karras, CFP®, CLU®, ChFC®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Chartered Life Underwriter
• Chartered Financial Consultant

Work Experience

• Joined MAI in 2023 after the acquisitions of R. Karras, Asset Management & Planning LLC, which he formed in 2008
• Began his career with a major insurance company and after several promotions and climbing the corporate ladder, became an independent advisor in 1995 to better serve clients

Life Outside of MAI 

• Served on local boards helping companies and non-profits establish policies and providing guidance
• Conducted many seminars on all aspects of Financial, Retirement, and Asset Management to groups and schools to continue to guide and help individuals

Education

• American College in Bryn Mawr, PA
• College of Financial Planning in Denver, CO

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.