Karl Sass
Aurora, Illinois,United States
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Karl Sass is a highly experienced Senior Vice President and Financial Advisor at RBC Wealth Management, operating out of Minneapolis, USA. With over three decades in the financial services industry, he focuses on providing comprehensive wealth management strategies tailored to the unique needs of individuals, families, and businesses. His expertise encompasses financial planning, investment management, retirement planning, and estate planning strategies. Karl is dedicated to building long-term relationships with his clients, helping them navigate complex financial markets and achieve their financial goals with a disciplined and personalized approach. He is also a CFA® charterholder, indicating a strong foundation in advanced investment analysis and portfolio management.
Professional Summary
Karl Sass's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Senior Vice President - Financial Advisor
Holds a significant leadership and advisory position at RBC Wealth Management, one of North America's leading diversified financial services companies.
Over 30 Years of Financial Industry Experience
Possesses extensive experience in financial advisory and wealth management, beginning his career in the early 1990s, providing him with a deep understanding of various market cycles.
CFA® Charterholder
Earned the Chartered Financial Analyst (CFA®) designation, a globally respected and recognized investment management credential that represents a high level of ethical standards and investment knowledge.
Consistent Client-Focused Service
Known for a commitment to understanding client objectives and delivering tailored financial solutions to help them achieve wealth accumulation, preservation, and transfer goals.
Educational Background
Bachelor's, Radio / TV Broadcasting / Minor in computer science
Lewis University - Year 1989
Marist High School - Year 1985
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Company Overview
Bank of AmericaBank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. The company provides services through operations in the United States and internationally. It operates through segments including Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets.
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