Jeff Karelis Email & Phone Number
Partner Emeritus @ Core Wealth Advisory
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Jeff Karelis Location
- Waltham, MA, US
Jeff Karelis Work
- Partner Emeritus @ (September 2021 - Present)
- Partner at KSP Financial Consultants @ (September 1994 - Present)
Jeff Karelis Education
- University of New Hampshire
Bachelor's degree (Political Science and Government)
1964-1969 - Governor Dummer Academy ( now The Governors Academy) 1960-1964
Jeff Karelis Skills
- Investment planning, retirement planning and protection planning
- Investment Planning
- Retirement Planning and Protection Planning
Jeff Karelis Summary
- Jeff Karelis, based in Waltham, MA, US, is currently a Partner Emeritus at Core Wealth Advisory. Jeff Karelis brings experience from previous roles at KSP Financial Consultants. Jeff Karelis holds a 1964 - 1969 Bachelor's degree in Political Science and Government @ University of New Hampshire. With a robust skill set that includes Investment planning, retirement planning and protection planning, Investment Planning, Retirement Planning and Protection Planning and more. Jeff Karelis has 2 emails on RocketReach.
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