Karp Capital Management Corporation
PETER C. KARP, REGISTERED FINANCIAL ADVISOR
With 16 years of experience managing investments at a large banking/brokerage firm and helping clients with real estate planning and lending at Coldwell Banker, Peter C. Karp founded Karp Capital Management (www.karpcapital.com) as an independent financial management firm. ...(see more)
During the first quarter of 2013 markets continued to reach new recovery highs as global growth stabilized. This occurred in spite of concerns over payroll tax increases, the sequester and the Federal Reserve Open Market Committee’s decision to keep interest rate policy status quo. The rally has been driven by a combination of Fed Quantitative Easing and a healthier than expected U.S. economy. Many of the bulls tend to downplay the role of the Fed's easy money policies and instead believe that the market has entered a new rally phase – one that will soon take stocks far above their current level. Being overly optimistic at this stage holds risk for anyone that makes...
Karp Capital Management Corp., a leading independent financial retirement planning management and asset management firm in the San Francisco Bay Area announced that it recently held its annual Client Appreciation Dinner. Peter Karp, President of Karp Capital Management (http://www.karpcapital.com) said “I believe the strength of Karp Capital is our people and the bond we forge with our clients”. Our best clients...
The media and politicians on both sides of the aisle have created an environment that seemingly has a stranglehold on the economy and the markets... but does it? We’ve been saying the fiscal cliff is not a...
Rohnert Park, CA - (October 22, 2012) - Karp Capital Management Corp., a leading independent retirement planning and asset management firm, today announced that it recently sponsored a trophy for “Outstanding Detail” at the Sonoma Mountain Car Show to support the Education Foundation of Cotati & Rohnert Park (EFCRP)...
Recently a potential client mentioned she had three financial professionals run retirement income projections. Interestingly the outcome varied significantly. Making aggressive assumptions and using straight line vs. variable returns on pension investment funds could give you a false sense...
The first step in successfully reaching a goal is to state it properly. The better you state the goal, the easier it is to create the action plan. We help clients organize and prioritize their goals for execution...
Karp Capital is a Founding Partner of the newly formed lobbying organization for advisors who serve the 401(k) market -- the National Association of Plan Advisors (NAPA). Formed by the…
Karp Capital Management Corp., a leading independent retirement planning and asset management firm, today announced that founder Peter Karp was named among the Bay Area’s top 25 independent wealth advisers in an annual ranking published by the San Francisco Business Times...
|Pension and Profit Sharing Plans||50%|
|High Net Worth Individuals||35%|
|Financial Telesis||8 years, 11 months||Jun 2004 - Present|
|Karp Capital Management Corporation||9 years||May 2004 - Present|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||11 years, 2 months||Mar 1993 - May 2004|
|Peter C. Karp||25 years, 10 months||Jul 1987 - Present|
No Disclosures Found
2 Customer Disputes
|As of Date||
|Uniform Investment Adviser Law Examination||Series 65||08/06/1997|
|Uniform Securities Agent State Law Examination||Series 63||05/13/1993|
|General Securities Representative Examination||Series 7||05/04/1993|