Karim “KP” Poonawala, CFP®, MBAWealth Manager
Karim Poonawala, or KP as his clients lovingly call him, is a wealth manager living and working in Orlando, FL. He moved to Orlando (from East Lansing, Michigan) in 1985 and has lived in Central Florida ever since. He became a stockbroker almost three decades ago and has helped hundreds of clients and their families. He graduated with a degree in Business (BA) from Michigan State University and MBA with a specialty in finance from the Crummer Graduate School Business at Rollins College. KP also holds the prestigious CFP® (CERTIFIED FINANCIAL PLANNER™) certification.
KP started in the financial services industry as a Series 7 broker in June, 1987. Having weathered the financial storm of Black Monday in October of 1987, he decided to obtain CFP® certification and attained the prestigious designation a few years later. He started his independent firm in 1990 and has been an Independent OSJ ever since. KP has also attained Series 24 (Securities Principal Qualification Examination), Series 4 (Registered Options Principal Qualification Examination), Series 63 (Uniform Securities State Law Examination), and Series 65 (NASAA Investment Advisors Law Examination).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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