FINRA's BrokerCheck

Robert Samrah

Robert Samrah

Robert Samrah | CFA | Financial Advisor

Troy, MI | 248.502.1215 | Email | LinkedIn
Service Areas | Wealth management, portfolio management, financial planning, financial modeling

Skilled in all aspects of wealth management including asset allocation, model portfolio construction and relationship management, Robert primarily serves high net worth families. His goal is to help clients make the very best financial decisions by leveraging his experience, knowledge base and professional objectivity. Robert helps many clients, whether a family or business, better understand their balance sheet and ensure that they have sufficient resources to accomplish their goals.

Experience

Robert began his career in 1985 and has held various financial roles. Since 2000, Robert operated two RIA firms, building one to a $200 million practice. Robert joined Rehmann in 2018 bringing broad and deep financial knowledge developed over 30 years of practice.

Robert has successfully acquired, managed and retained large clients with complex service needs. He has designed and managed investment portfolios, provided family office services and helped high net worth families better manage their assets and objectives.

  • Passionate about helping companies innovate and better use technology, Robert has successfully helped several clients improve the efficiency and effectiveness of their business processes.
  • In addition to providing financial planning guidance, Robert can help with family governance and financial decision-making philosophy and methodology.
  • As a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society Detroit, Robert is continually expanding his knowledge and promoting the highest standards of ethics, education and professional excellence.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000

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