Meet Robert Klaess

Robert Klaess, IAR

SENIOR WEALTH ADVISOR

OFFICE: 720.642.8368

Robert is an Investment Advisor Representative and the Director of Risk Management at Clear Creek Advisors. Robert got his start in the financial services industry in 2000, working for banks, insurance companies and financial institutions.

Robert takes a personalized approach to working with his clients, with the understanding that they come from unique situations and phases of life. He believes it is crucial to listen to each clients unique situation before designing retirement plans and income strategies that will help them to work toward their financial goals. He is dedicated to working with people for the long term and making a difference in both their lives and that of their children.

Robert holds a life insurance license in Colorado and has passed the Series 65 securities exam. He also holds a bachelor’s degree from Arizona State University.

His knowledge and experience have also given him the opportunity to conduct numerous educational seminars, informing hundreds of people about the principles of finance and retirement planning.

Robert was raised in Evergreen, Colorado and is one of eight children. Today, he lives in Denver with his wife, Holly, and three daughters. When not in the office, Robert enjoys taking in the great Colorado outdoors with his family.