Robert Karras, CFP®, CLU®, ChFC®

Senior Wealth Advisor, Managing Director

Cleveland, OH

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Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • 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

We look forward to learning about your financial goals.

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