Peter Karp

Peter Karp Email and Phone Number

California, United States
Peter Karp's Location
San Francisco Bay Area, United States
Peter Karp's Contact Details
About Peter Karp

As the Managing Principal at Miracle Mile Advisors, I lead an accomplished team that specializes in supporting the automotive and RV communities, as well as business owners. With over $4.5 billion in assets under management, we rank among the fastest-growing Registered Investment Advisors (RIAs) in the country. Our success is attributable to a dynamic team, our open architecture investment approach, and state-of-the-art technology.My primary objective is to help clients achieve their financial and investment goals, ensuring the least risk and greatest certainty. Through a strategic financial planning approach, we mitigate significant state and federal taxes. Additionally, my expertise in reinsurance allows car and RV dealers to maximize the profits from their F&I programs.Our investment team, an eight-person bench of professionals, manages all investments in-house, covering equity, fixed income, and alternative investments.I chose to leave Merrill Lynch, firmly believing that financial advisors should operate in a fiduciary capacity, directly serving their clients. This allows us to provide unbiased advice without being tied to the financial objectives of a large Wall Street firm.Now, our multifaceted team offers comprehensive services including financial planning, investment management, retirement planning for business owners (such as defined contribution plans), insurance planning, and generational wealth transfer planning—all under one roof. We also devote significant time advising dealer principals in mergers and acquisitions transactions, with an unwavering focus on tax mitigation within the confines of the tax code. This ensures that a dealer's hard work results in profits for them and their families, not the government.

Peter Karp's Current Company Details
Composition Wealth

Composition Wealth

View
Partner
California, United States
Website:
composition.com
Employees:
116
Peter Karp Work Experience Details
  • Composition Wealth
    Partner
    Composition Wealth
    California, United States
  • Miracle Mile Advisors
    Managing Partner
    Miracle Mile Advisors Nov 2022 - Present
  • Karp Capital Management Corporation
    Founder
    Karp Capital Management Corporation May 2004 - Nov 2022
    Sausalito, California
  • Merrill Lynch
    Vice President, Private Wealth
    Merrill Lynch May 1993 - May 2004
    San Francisco Bay Area

Peter Karp Skills

Investment Advisory Wealth Management Investment Strategies Corporate Retirement Plans Financial Risk Management Exit And Succession Planning Strategic Investment Retirement Planning Business Consulting Financial Planning 401k Rollovers 401k Small Business Equities Alternative Investments Retirement Planning Financial Planners High Net Worth Individuals Asset Managment Strategic Financial Planning Financial Advisory Financial Management Services Retirement Plan Consulting Series 63 Portfolio Management Estate Planning Cash Flow And Goals Education Savings Insurance Annuities Ceo Succession Financial Goals Financial Services Series 65 Series 7 Employee Benefit Programs Mutual Funds Profit Sharing Finance Pensions Fixed Annuities Management Consulting Asset Allocation Defined Benefit Finra Employee Benefits Securities 401 Retirement Savings Plans

Peter Karp Education Details

Frequently Asked Questions about Peter Karp

What company does Peter Karp work for?

Peter Karp works for Composition Wealth

What is Peter Karp's role at the current company?

Peter Karp's current role is Partner.

What is Peter Karp's email address?

Peter Karp's email address is pe****@****tal.com

What is Peter Karp's direct phone number?

Peter Karp's direct phone number is +141534*****

What schools did Peter Karp attend?

Peter Karp attended Uc Santa Barbara, Acalanes High School.

What are some of Peter Karp's interests?

Peter Karp has interest in Running, Financial Planning And Investing, Spending Time With Family.

What skills is Peter Karp known for?

Peter Karp has skills like Investment Advisory, Wealth Management, Investment Strategies, Corporate Retirement Plans, Financial Risk Management, Exit And Succession Planning, Strategic Investment Retirement Planning, Business Consulting, Financial Planning, 401k Rollovers, 401k, Small Business.

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