Lisa Karp

Lisa Karp joined Karp Financial Strategies after a successful career as a multifaceted professional.  She concentrates on long term planning to assist people in living out their golden years comfortably, creating strategies that can help them to not outlive their money.  She is passionate about planning for retirement, after watching her parents go from vital, active middle-agers and seniors, to needing assistance around the clock.  Fortunately, they planned for their long term care needs so that their finances would remain stable and they would be able to stay in their home with the care required. Lisa is also interested in helping families with special needs children design a blueprint of care and security for the family for years to come. She has become licensed in Florida as a life, health and annuity insurance salesperson.

Lisa is an attorney, licensed in New York and Florida.  Early in her career, she was an assistant district attorney for the city of New York. When she and her husband, Steve, moved to Florida, she became an attorney for the University of Miami and continued in that role or a few years after her children, Ross and Myles, were born.  She later served for 13 years as a magistrate in Palm Beach and Broward Counties, deciding property tax issues for the two counties.

Lisa also maintains a Florida real estate license, and has been certified as a Florida mediator, parent coordinator, and arbitrator.  She has always been dedicated to community service, starting and continuing community service and fundraising events. She has volunteered arbitrating Lemon Law cases. She volunteers at Legal Aid of Broward County, advising clients of their rights in housing, garnishment and other cases.  She graduated from the University of Rochester and the Washington College of Law of American University.

Lisa's affiliation with Karp Financial Strategies is a natural progression and allows her to continue helping others. Her team has over 40 years of business experience in senior managerial capacities, helping clients address personal and organizational needs and planning to achieve their financial goals and managing their wealth.  Lisa has been a trusted professional, friend, colleague, and family member and she will take the qualities that make her a valuable member of the community to work for you.  

Lisa is neither registered nor affiliated with Sagepoint Financial, Inc.