As the Founder and President of Karp Financial Strategies, Jeff has specialized in advising and managing the investable assets of individuals, executives, and business owners since 1993. Jeff’s financial services consulting practice is based on seasoned expertise and focused on long-term value and return in all aspects of a client’s income and assets. His strong foundation of planning knowledge, combined with an extensive network of resources, enable Jeff to help guide and educate clients to make sound, well-considered financial decisions.
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. He is highly respected within the accounting industry as an experienced resource, speaker, and writer.
An Investment Advisor Representative with LPL Financial and degreed engineer from Lafayette College, Jeff holds licenses in Life, Health, Long Term Care, and Medicare Supplement plans and is Series 7/24/63/65* registered. Committed to continuously gaining knowledge and resources for his clients, Jeff has earned advanced designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living™.
An informative and highly regarded writer and speaker, Jeff is a former Guest Columnist for Baby Boomer News. He has addressed numerous organizations, corporate employee groups, and executives on topics including investment strategies, insurance, retirement planning, and estate planning. He has conducted adult education classes at Queens University, and seminars throughout the Southeast.
Jeff enjoys spending time at his Lake Norman home with his wife MaryAnn. His daughter Erin resides in Charlotte, NC. Community service is a big part of his life, and he serves on the Boards of the Mooresville Historic Preservation Commission, Sherrill’s Ford-Terrell Fire Department, is the Vice President of the Board of Temple Kol Tikvah, and has been an active member of the Top of the Lake Mooresville Rotary Club for over ten years. His hobbies include tennis, boating, traveling, and gardening.
*Securities registrations held through LPL Financial