LC
Lionel Cabral
Financial Planning Associate - Retirement Planning Specialist at Karp Capital Management
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Work Experience
Financial Planning Associate - Retirement Planning Specialist
May 2016 - Dec 2016 · 7 months
Auditor
Apr 2012 - May 2016 · 4 years and 1 months
Managing Partner
Apr 2009 - Jun 2012 · 3 years and 2 months
Company Details
As a trusted partner for highly successful individuals, families, and businesses, Karp Capital simplifies the complexity in the financial lives of our clients. We organize and integrate your entire wealth picture with your aspirations so that you are confident about achieving what’s most important to you.
Year Founded
2004
Social Media
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Industry
Financial Services
HQ Location
30 Liberty Ship Way 3150 US,California,Sausalito,94965
Keywords
Investment AdvisoryRetirement PlanningFinancial PlanningEstate PlanningAnnuitiesFor Businesses: Corporate Retirement PlansExit and Succession PlanningFinancial Planning and Business ConsultingFinancial Risk ManagementWealth Management
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