Wealth Strategic LLC, US

The professionals Karp Capital deliver personalized guidance and attention that can save you time, provide fast response to your questions, and simplify your financial management and your life. With years of experience managing investments at Merrill Lynch and helping clients with real estate planning and lending at Coldwell Banker, Peter C. Karp founded Karp Capital Management as an independent financial management firm to provide clients with an objective alternative to large brokerage houses. Karp Capital Management is registered as an investment advisor with the State of California, and Mr. Karp is a Registered Representative with Financial Telesis, Inc, a registered broker-dealer. He is also a member of the Financial Planning Association, adhering to it's Code of Ethics. Mr. Karp is also licensed as an insurance agent and real estate broker. As such, he has experience in a variety of investment management and financial planning roles. Mr. Karp believes that financial professionals should work directly for their clients, providing unbiased advice without being fettered by the bureaucratic strictures found at large financial institutions. Mr. Karp received a Bachelor of Arts in Economics and Bio-Chemistry from the University of California at Santa Barbara. He enjoys spending time with family, running, skiing, and experiencing the great restaurants of San Francisco. He is a supporter and contributor to the Las Trampas Foundation and a mentor to undergraduate business students at UC Berkeley.