How I Work
My reasons for becoming a financial professional are deeply personal. Early in my career I developed a fascination with the stock market, and what caused the price action to unfold before my eyes. I quickly learned that along with economic cycles and trends, human psychology played a huge part in causing booms and busts, and became driven to develop skills that would capitalize on this phenomenon. I saw many people struggling with the emotional aspect of investing, and became a financial advisor to assist family and friends through these complexities, and help them map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future.
With 35 years of experience, I focus on helping individuals understand personal finance concepts in a clear and accessible way, empowering them to make informed decisions as they work toward their financial goals. I feel a deep commitment and connection to my clients.
Richard Karp
Financial Professional
Richard grew up in New Hyde Park, NY (Long Island), graduating Herricks High School in 1982. He then attended Bucknell University and studied finance.
Richard worked as a stockbroker for Dean Witter and Raymond James from ’88 thru ’96. His passion for the stock market grew, and in 1997 he became a professional equities trader. Richard traded for 12 years, including writing an algorithmic code that would automatically execute various trading strategies.
In 2010, in the wake of the great financial crisis, he came back to the financial advisor side of the business with the intention of helping people grow their retirement assets in a seemingly chaotic environment.
By bringing clarity to complexity and maintaining consistent communication, Richard strives to support his clients in feeling more assured about their financial future.