Robert Karp, CFP® CRPC® AIF®
Robert Karp is CEO and Managing Partner of AKD Wealth Partners of Wells Fargo Advisors Financial Network.
Roth IRA Conversions for Executives With RSUs, Stock Options, and Bonus Income
A Roth IRA conversion can sound simple: move pre-tax retirement dollars into a Roth account, pay the tax now, and create the potential for qualified Roth withdrawals later that are not subject to federal income tax.
Equity Compensation – Planning For Executives: Beyond Vesting and Selling Shares
Equity compensation can create wealth, but it can also create decisions that arrive faster than the executive is ready to make them.
Stephanie Ackler: Redefining Wealth Through Purpose, Precision, and Empowerment
AKD Wealth Partners is pleased to announce that Stephanie Ackler, CFA, President and Co-Founder, has been featured in the 2026 special edition of CIOThink Magazine titled: “The Most Empowering Women in Wealth Management.”
Stephanie Ackler Featured in CIOThink Magazine titled: “The Most Empowering Women in Wealth Management – 2026”
AKD Wealth Partners is pleased to announce that Stephanie Ackler, CFA, President and Co-Founder, has been featured in the 2026 special edition of CIOThink Magazine titled: “The Most Empowering Women in Wealth Management.”
Recap of our Q2 Quarterly from the Corner – April 20, 2026
AKD had the pleasure of hosting Paul Chrisopher, CFA, Head of Global Investment Strategy for the Wells Fargo Investment Institute
My Recent Expedition to Mexico City’s EmergingMarket
In the world of wealth management, we often talk about a “global perspective” as an abstract concept.
