Michael K. Karl, CFP, CIMA, CEPA - UBS Financial Services Inc.

Michael K. Karl, CFP, CIMA, CEPA, is a seasoned financial advisor with over 42 years of experience in the financial services industry, primarily with UBS Financial Services and Piper Jaffray. His expertise encompasses retirement plan consulting, individualized retirement plans, and exit planning strategies, focusing on a select clientele that includes physicians, business owners, and retired executives.

Recognized for his professionalism and client-centric approach, Mike is committed to helping clients achieve their financial goals through a long-term, value-oriented investment philosophy. He is also actively involved in community service, serving on various health and investment committees, and is passionate about music and the outdoors.

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