Location San Francisco Bay Area, California, United States Regions West Coast, Western US Gender Male
LinkedIn View on LinkedIn
As the founder of Karp Capital Management, Peter has over 25 years of experience delivering comprehensive financial and investment advice to affluent individuals and families and successful business owners.
He established Karp Capital Management in 2004 as an independent financial management firm in order to provide clients with an objective
alternative to large brokerage houses. Peter believes that financial professionals should work directly for their clients, providing advice without being fettered by the bureaucratic strictures found at large financial institutions.
Karp Capital Management is registered as an investment advisory firm with the SEC. Peter is a Registered Representative with Infinity Financial Services, a registered broker-dealer. He is also licensed as an insurance agent and real estate broker. He is also a member of the Financial Planning Association, adhering to its Code of Ethics.
