Robert G. Karalius, ChFC®, CFP® in

Robert G. Karalius, ChFC®, CFP®

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Financial Advisor at Karalius & Associates Insurance and Financial Services, LLC
📍 Bala-Cynwyd, Pennsylvania, United States

Robert G. Karalius is a Financial Advisor with Karalius & Associates, affiliated with New York Life. A Penn State graduate holding CFP® and ChFC® designations, he specializes in wealth management, estate conservation, and business succession for high-net-worth clients as a member of The Nautilus Group.

As a long-time resident and business owner in Wayne, Pennsylvania, and an alumnus of Penn State University, Robert likely maintains a strong connection to his local community and alma maters traditions.

He was recognized by Forbes as one of the "Top Financial Security Professionals" in the state of Pennsylvania.

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Experience
22 Years
Current Role
Financial Advisor
Location
Bala-Cynwyd, Pennsylvania, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Robert cares about

High-Net-Worth Investing
As a member of the exclusive Nautilus Group, he focuses on advanced wealth management and estate conservation strategies for affluent clients.
Business Succession
Advises business owners on effective and innovative solutions for transitioning their companies to the next generation.
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Career

Work history

10-2020
Financial Advisor
Karalius & Associates Insurance and Financial Services, LLC
3-2020
Financial Advisor
Eagle Strategies, LLC
2-2013 - 3-2020
Managing Partner EOE M/F/D/V
New York Life Insurance Company
9-2008 - 2-2013
Financial Advisor
Eagle Strategies, LLC
7-1988 - 1-1993
Financial Services Professional
New York Life Insurance Company
In the press

Media appearances

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Education
1984 - 1988
Bachelors of Science
Penn State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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