Robert Kloss, JD, CFP®

Robert Kloss, JD, CFP®

President

Phone: (716) 312-7424
Fax: (716) 312-7422
E-mail:
 

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As President and founder of ClearPlan Financial and a Securities Principal for Cadaret Grant, Inc., Robert has more than 28 years of wealth management experience. He was admitted for practice with the U.S. Tax Court in 1999 and has passed the North Carolina and Florida bars. In 1993, he earned the Certified Financial Planner® designation and in 1998 graduated from the University of Miami Law School Cum Laude. From 2003-2005, he was an adjunct professor of Financial Planning at Medaille College, teaching financial planning in the CFP® designation program to aspiring financial advisors.

Robert is a past President and Board Chairman for the Western New York Financial Planning Association (FPA). In addition to being an avid guitarist and drummer, he is a licensed private pilot. Member of the National Ski Patrol, he also serves on the Holimont Safety patrol as a snowboarder.