Karp Financial Strategies was founded in 1993 to fulfill a passion to help people enjoy a more fulfilling lifestyle through a sound financial decision making process. As a degreed engineer and son of a Certified Public Accountant, Jeff has built his consulting based practice on his analytical thinking skills, his technical knowledge and an extensive network of resources.
An Investment Advisor Representative with LPL Financial, Jeff graduated Lafayette College with a BS in Metallurgical Engineering. He holds licenses in Life, Health, Long Term Care and Medicare Supplement Plans and is Series 7/24/63/65 securities licensed held with LPL Financial. Committed to continuously gaining knowledge and resources for his clients, Jeff has earned the advanced designations of Chartered Life Underwriter(CLU), Chartered Financial Consultant(ChFC) and Chartered Advisor for Senior Living(CASL).
Jeff believes that life balance is critical and he tries to practice what he teaches. Living in Mooresville, NC in a 111 year old home that he and his wife completely renovated, he has previously served on the Historic Preservation Commission and the Sherrills Ford Terrell Fire Department Board. He is a founding/current member of the Top of the Lake Mooresville Rotary Club and his visionary planning skills are currently serving Mooresville as a member of the 2030 Comprehensive Land Use Planning Commission.
Leisure time is spent on a tennis court, in his boat on Lake Norman or chasing his 2+ year old grandson around the playground. He has been married to his wife Maryann for 27 years and together they enjoy travel, cooking, or working in their garden.