Robert Kloss Jd, Cfp® Email & Phone Number

Financial Planning and Wealth Management, Tax Planning. Admitted to the United States Tax CourtSpecialties: Fee Based Financial Planning, Retirement and Tax Planning. College planning. Qualified plans.Securities offered through Cadaret Grant, Inc. Member FINRA/SIPC. ClearPlan Financial, Inc. and Cadaret Grant are separate entities.As a CFP®, Robert E. Kloss and ClearPlan Financial, Inc. may be compensated by Commission and Fees.

Listed skills include Wealth Management, Strategic Financial Planning, Securities, Retirement, and 18 others.

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  President

  Clearplan Financial, Inc.

  Jun 2007 - Present - Orchard Park, Ny

  As President and founder of ClearPlan Financial and a Securities Principal for Cadaret Grant, Inc., I have more than 32 years of wealth management experience. I was admitted for practice with the U.S. Tax Court after passing the North Carolina and Florida bar. Early in my career, I earned the Certified Financial Planner™ designation (1993) and graduated from the University of Miami Law School Cum Laude (1998). From 2003-2005, I was an adjunct professor of Financial Planning at Medaille College, teaching financial planning in the CFP® designation program to aspiring financial advisors. I am a past President and Board Chairman for the Western New York Financial Planning Association (FPA). I am a licensed private pilot and enjoy guitar, drums and snowboarding and outdoor landscaping and gardening. When able I encourage my three daughters to join the fun!Securities offered through Cadaret, Grant & Co. Inc., a Registered Investment Advisor and Member FINRA/SIPC. ClearPlan Financial, Inc. and Cadaret, Grant & Co. are separate entities.As a CFP®, Robert E. Kloss and ClearPlan Financial are fee based.