|
Jeff has been focusing on building relationships and trust with clients throughout the Southeast for more than 20 years, with specialized focus in the financial advisory arena since 1993. His strong foundation of planning knowledge combined with an extensive network of resources enables Jeff to effectively guide and educate clients to make sound, well-conceived financial decisions.
Specializing in advising and managing the investible assets of individuals, executives, and business owners, Jeff has carved a niche for his financial services consulting practice with seasoned expertise focused on long-term value and return in all aspects of a client's income and assets.
An informative and highly regarded speaker, Jeff has addressed numerous organizations, corporate employee groups, and executives on topics including investment strategies, insurance, retirement planning, and estate planning. In addition, Jeff has conducted adult education classes at Queens University as well as numerous seminars throughout the Southeast.
Jeff is also highly respected within the accounting industry as an expert resource, speaker, and writer of numerous articles. As a member of the North Carolina Association of CPA's since 1995, Jeff's foresight to see the marriage between accounting and financial services resulted in the formation of numerous strategic alliances. CPA firms throughout the Carolinas have successfully expanded their practices through the unique client-focused services Karp Financial Strategies brings to their practice.
An Investment Advisor Representative with LPL Financial and degreed engineer from Lafayette College, Jeff also holds licenses in Life, Health, Series 6/7/63/65* Securities, FINRA Series 24*, Long Term Care, and Medicare Supplement plans. Committed to continuously gaining knowledge and resources for his clients, Jeff has earned advanced designations including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Jeff enjoys spending time at his Lake Norman home with his wife, Mary Ann, and daughter, Erin, a student at the University of South Carolina. His hobbies include golf, tennis, sailing, traveling, and cultivating his lake home garden.
|
