Robert A. Karn JD, LLM, CFP®
ROYAL ALLIANCE - NATIONAL ADVISORY BOARD MEMBER
Bob has been helping high-net-worth families and businesses discover and plan for their financial goals since 1983. His philosophy is to emphasize risk management, portfolio diversification*, and comprehensive financial planning. 30 years of experience has provided Bob with a positive outlook on the future
Bob is a CERTIFIED FINANCIAL PLANNER™ professional, a registered General Securities Principal, a General Municipal Bond Principal, and a managing executive with Royal Alliance Associates Inc. (member FINRA/SIPC, an independent broker/dealer). Bob is a long-term member of Royal Alliance’s Royal Court** for top representatives. He is a licensed life, accident, and health insurance agent with the state of Connecticut. Bob is also a former tax attorney.
As a Certified Financial Planner (CFP®) Bob is bound by a fiduciary duty to manage your account to the highest professional standards without exception. This is known as the Fiduciary or Trust Standard. It is the highest standard of care in the financial industry.
A graduate of Boston College with a Bachelor of Science degree in political science, Bob also earned a JD from the Tulane School of Law and an LLM or Master’s degree in Taxation from the Boston University School of Law. He was formerly in private legal practice in Hartford, working in the fields of taxation, corporate law, and estate planning.
Bob is married with two children and lives in Avon. He is an avid tennis player, jogger, golfer, dog lover, and photographer. Many of his scenic photographs are on display in the Karn Couzens offices.
* There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy can guarantee a profit or protect against a loss.
**This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.
