FINANCIAL ADVISOR / PARTNER
(610) 524-8266, x4041
Karl joined AP Lubrano & Company, Inc. as a Partner in 2022 after a successful 26 year career as a financial professional with Equitable Advisors, LLC. Karl is a CERTIFIED FINANCIAL PLANNER™ professional¹, and a Chartered Financial Consultant. Karl’s focus is on helping families and business owners accumulate, manage, and plan for the distribution of their wealth in a tax efficient manner.
Karl’s innovative financial planning approach helps provide individuals and businesses with the leadership, relationship, and creativity that they need to reach their financial goals. He focuses on retirement and investment planning strategies and routinely conducts and participates in seminars in these areas.
Karl maintains the Life, Accident and Health licenses, as well as the Series 7 and 66 securities registrations.
He resides in Boulder, CO with his wife Lori. Karl enjoys spending time in the mountains skiing and hiking the Colorado mountains.
California Insurance License #.0G93495