Your Seasoned, Skilled Financial Guide
Specialized knowledge to serve your sophisticated needs.
Robert Karcz offers specialized experience in helping you plan for the future you envision. As a Chartered Retirement Planning Counselor℠, he has the skills and training to help you address issues such as Social Security and Medicare planning, preparing for retirement, reducing financial risk, and leaving a legacy through effective tax and estate planning.
Robert Karcz, CRPC®
Financial Advisor
Robert earned his bachelor’s degree in business administration from Frostburg State in 2000. He joined the financial services industry in 2004 and has since been working diligently to develop and implement planning strategies and investment applications for his clients. Robert holds the Chartered Retirement Planning Counselor℠ certification. He currently oversees business, family, and retirement matters as well as individual accounts for his diverse clientele. Consistently, one finds that Robert’s strengths are his commitment to consultation, objectivity, detailed analysis, and excellent client service. He places an emphasis on listening to and then acting upon each client’s input.
Robert works to develop a distinct model for every one of his clients. Each recommendation that he makes is structured to that specific client and is designed to accurately reflect each client’s income and growth expectations, while being ever mindful of risk tolerance. Thorough reviews and multiple follow-up discussions are part of the client experience with Robert. Ultimately, his goals are to ensure that every client remains fully informed and is given the ability to take advantage of every possible opportunity.
Robert, his wife, Jennifer, and their two daughters live in Rockville, Maryland.
Our Extended Team
Through our affiliation with Commonwealth Financial Network®, we have access to teams of retirement specialists and advanced planning professionals to help us better serve your needs. Use the buttons below to learn more about our support teams.
