Peter Karp
Partner at Composition Wealth | Automotive F&I/Reinsurance Fiduciary
- Role
- Partner at Composition Wealth
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Peter Karp
My primary objective is to help clients achieve their financial and investment goals…
Experience
Partner
Nov 2022 — Present
Education
UC Santa Barbara
BA
Skills
- Fixed Annuities
- Wealth Management
- Financial Planners
- Employee Benefits
- Financial Goals
- Financial Management Services
- Insurance
- Investment Strategies
- Series 63
- Financial Services
- Financial Advisory
- Securities
- Series 65
- Defined Benefit
- Annuities
- 401(K) Retirement Savings Plans
- Cash Flow and Goals
- Small Business
- Employee Benefit Programs
- Pensions
- Financial Risk Management
- Lending and Asset Management
- Education Savings
- Retirement Planning
- Alternative Investments
- Finra
- 401k
- 401k Rollovers
- Profit Sharing
- Management Consulting
- Financial Planning
- Strategic Investment Retirement Planning
- Mutual Funds
- Business Consulting
- Mortgage Lending
- Corporate Retirement Plans
- CEO Succession
- Retirement Plan Consulting
- Equities
- Asset Managment
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