Karp Financial Strategies
Serving clients through empowerment BY » Renee Roberson PHOTOGRAPHY BY » Lisa Crates
n his nearly 30 years working to help clients achieve their financial goals, Jeffrey Karp has become a believer in what is possible. His firm, Karp Financial Strategies, embraces the motto: Dream It. Plan It. Pursue It.® because he believes there is more to life than just paper wealth— there is also a “true wealth” that he defines by the people you meet and experiences you have in life. Sometimes it just takes the right person guiding you to chart out the best path to help you live your life to the fullest and 16 LimitlessMagOnline.com | July 2021
Jeffrey and MaryAnn Karp.
ensure your needs and wishes can be fulfilled well into retirement and beyond. As the son of a Certified Public Accountant, he grew up around a strong numbers-oriented thought process and an appreciation for the importance of financial security and money management. “My dad could add and subtract a column of numbers in his head and that is how my brother, sister, and I learned,” says Karp. “He also taught me the power and value of client relationships.”
Following advice from his high school guidance counselor, Karp put his math and analytical thought process to work studying towards becoming a metallurgical engineer. After earning his degree and initially beginning his career as a sales engineer, a life event many have experienced— unemployment, provided the opportunity to adjust career paths. Believing that unexpected turns of events bring opportunity and understanding his strengths in what he could bring to a new career, a little luck