Robert Karcz, CRPC®
Robert earned his B.S. 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℠ designation. 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 a strong 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 that 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 always remains fully informed and is given the ability to take advantage of every possible opportunity.
Robert, his wife, Jennifer, and their two daughters reside in North Potomac, MD.