Karp Financial Strategies Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Welcome to Karp Financial Strategies, Inc.  We consider each relationship a privilege and each client a reflection of the high standards of practice in which we operate. 

We are dedicated to serving our clients with integrity, accountability, and a total focus on what is in their best financial interests. 

Our goal is to create an experience for our clients that empowers them to take control of their financial future. By managing wealth for today, building security for tomorrow, and creating enjoyment for a lifetime, Karp Financial Strategies strives to put the fun back in financial planning.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

For a list of states in which we are registered to do business, please visit http://karpfinancial.com/

Find Karp Financial Strategies employees' phone numbers or email addresses

Karp Financial Strategies Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Karp Financial Strategies's Leadership

  • Stylized image of a person
    J. K.
    President / Clu, Chfc, Casl®
    Phone icon
  • Stylized image of a person
    J. K.
    President Karp Financial Strategies
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  • Stylized image of a person
    L. K.
    Partner
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  • Stylized image of a person
    S. K.
    Financial Advisor
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  • Stylized image of a person
    A. D.
    Executive Assistant
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  • Stylized image of a person
    J. K.
    Accounting Staff
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  • Stylized image of a person
    A. S.
    Phone icon

Karp Financial Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Karp Financial Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. K.
    President / Clu, Chfc, Casl®
    Phone icon
    United StatesNorth Carolina
    Oct 26, 2025
  • Stylized image of a person
    L. K.
    Partner
    Phone icon
    Oct 18, 2025
  • Stylized image of a person
    J. K.
    President Karp Financial Strategies
    Phone icon
    UNITED STATES
    Oct 12, 2023
  • Stylized image of a person
    S. K.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Sep 11, 2025
  • Stylized image of a person
    A. D.
    Executive Assistant
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    Aug 10, 2025
  • Stylized image of a person
    J. K.
    Accounting Staff
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    Oct 17, 2024
  • Stylized image of a person
    A. S.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Karp Financial Strategies known for?

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Karp Financial Strategies was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 139 West Mcneely Avenue Mooresville, North Carolina 28115 United States; you can contact the main corporate office by phone at . Explore Karp Financial Strategies's company overview page for more information.

What is Karp Financial Strategies's most common email format?

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Karp Financial Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Karp Financial Strategies email formats with LeadIQ.

How many employees does Karp Financial Strategies have currently?

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Karp Financial Strategies has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Karp Financial Strategies's key employees and leadership?

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As of February 2026, Karp Financial Strategies's key employees include:

  • President / Clu, Chfc, Casl®: J. K.
  • President Karp Financial Strategies: J. K.
  • Partner: L. K.
  • Financial Advisor: S. K.
  • Executive Assistant: A. D.

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