Robert Kloss, JD, CFP®


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As President and founder of ClearPlan Financial and a Securities Principal for Cadaret Grant, Inc., Robert has more than 30 years of wealth management experience.  In 1993, he earned the Certified Financial Planner® Professional designation and in 1998 graduated from the University of Miami Law School Cum Laude and became a licensed private pilot in 1998.  He was admitted for practice with the U.S. Tax Court in 1999 and has passed the North Carolina and Florida bars. 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). 

Robert enjoys being with his family and playing guitar and drums and snowboarding.  



Phone (716) 312-7424
Fax (716) 312-7422