Jeff Karp Email & Phone Number
President and CLU, ChFC, CASL® @ Karp Financial Strategies
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Jeff Karp Location
- Mooresville, NC, US
Jeff Karp Work
- 1993 - now President and CLU, ChFC, CASL® @
- 1993 - 2005 Financial Advisor @ The MONY Group
- 1989 - 1992 Branch Manager @ Maddux Supply Company
Jeff Karp Education
- The American College
Chartered Advisor for Senior Living (Retirement Planning)
2007 - 2008 - The American College
CLU,ChFC (Insurance,Financial Planning)
1996 - 1999 - Lafayette College
BS (Metallurgical Engineering)
1978 - 1982
Jeff Karp Skills
- Small Business
- Portfolio Management
- Retirement
- Management
- Finance
- Securities
- Financial Planners
- Financial Advisory
- Wealth
- Long-term Care
- Succession Planning
- Investment Management
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Investments
- Estate Planning
- Mutual Funds
- Investment Advisory
- FINRA
- Strategic Planning
- Long Term Care
- Training
Jeff Karp Summary
- Jeff Karp, based in Mooresville, NC, US, is currently a President and CLU, ChFC, CASL® at Karp Financial Strategies. Jeff Karp brings experience from previous roles at The MONY Group and Maddux Supply Company. Jeff Karp holds a 2007 - 2008 Chartered Advisor for Senior Living in Retirement Planning @ The American College. With a robust skill set that includes Small Business, Portfolio Management, Retirement, Management, Finance and more. Jeff Karp has 2 emails and 1 mobile phone numbers on RocketReach.
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