Peter Karp Email & Phone Number
Partner @ Composition Wealth
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Peter Karp Location
- California, United States
Peter Karp Work
- 2022 -now Partner @
- 2004 -2022 Founder @ Karp Capital Management Corporation
- 1993 -2004 Vice President, Private Wealth @
Peter Karp Education
- UC Santa Barbara
BA
- Acalanes High School
Peter Karp Skills
- Investment Advisory
- Financial Planning
- Corporate Retirement Plans
- Wealth Management
- Investment Strategies
- 401k
- Financial Risk Management
- Small Business
- Equities
- Alternative Investments
- Retirement Planning
- Financial Planners
- Strategic Investment Retirement Planning
- High Net Worth Individuals
- Asset Managment
- Strategic Financial Planning
- Financial Advisory
- Financial Management Services
- Retirement Plan Consulting
- Series 63
- Portfolio Management
- Mortgage Lending
- Estate Planning
- Lending and Asset Management
- Cash Flow and Goals
- Education Savings
- Insurance
- Annuities
- CEO Succession
- Business Consulting
- Exit and Succession Planning
- 401k Rollovers
- Financial Goals
- Financial Services
- Series 65
- Series 7
- Employee Benefit Programs
- Mutual Funds
- Profit Sharing
- Finance
- Pensions
- Fixed Annuities
- Management Consulting
- Asset Allocation
- Asset Management
- Defined Benefit
- FINRA
- Employee Benefits
- Securities
- 401(k) Retirement Savings Plans
- Consultative Selling
- Investments
- 401k Retirement Savings Plans
- Independent Film
- Client Development
- Retirement
- 401 Retirement Savings Plans
Peter Karp Summary
- Peter Karp, based in California, United States, is currently a Partner at Composition Wealth. Peter Karp brings experience from previous roles at Karp Capital Management Corporation and Merrill Lynch. Peter Karp holds a BA @ UC Santa Barbara. With a robust skill set that includes Investment Advisory, Financial Planning, Corporate Retirement Plans, Wealth Management, Investment Strategies and more. Peter Karp has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Composition Wealth Employees
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Chief Financial Officer
United States
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United States
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Beverly Hills, CA, US
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