About
Aif® Cepa is a Partner at Composition Wealth, where he specializes in advising clients on retirement plan strategies and wealth management solutions. In his current role, he works closely with business owners and executives to optimize corporate retirement plans, focusing on fiduciary oversight and strategic plan design to enhance participant outcomes. His expertise spans defined contribution and defined benefit plans, with a particular emphasis on the corporate and small-to-medium enterprise sectors.
Prior to joining Composition Wealth in 2022, Aif® Cepa served as Vice President of Retirement Services at Karp Capital Management Corporation, where he managed client relationships and developed tailored financial strategies for corporate retirement plan sponsors. He also held a key role as Retirement Plan Sales Associate at John Hancock Financial Services, deepening his knowledge of institutional retirement solutions and the financial services landscape.
Aif® holds a BA in Economics from Denison University, an additional Economics degree from The University of Western Australia, and is an Accredited Investment Fiduciary (AIF®) as well as a Certified Exit Planning Advisor (CEPA). He is recognized for his contributions to enhancing fiduciary standards within retirement planning and for his client-focused, process-driven approach to investment consulting.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Composition Wealth | Partner | Nov 2022 to Present | Karp Capital Management merged with Composition Wealth on November 1, 2022. Composition Wealth is an independent, award-winning, registered investment advisory firm. We are fiduciaries focused on prov... |
| Karp Capital Management Corporation | Vice President, Retirement Services | Aug 2015 to Oct 2022 | At Karp Capital we provide advisory, fiduciary, and consulting support to privately owned business owners, executives, and not for profit organizations in and around San Francisco, Silicon Valley, Oak... |
| John Hancock Financial Services | Retirement Plan Sales Associate | Dec 2013 to Jul 2015 | Providing retirement plan solutions in the Greater San Francisco Bay area. |
| John Hancock Life Insurance Company (U.S.A.) | Tax Analyst - Mutual Funds | Oct 2012 to Dec 2013 | — |
| Brown Brothers Harriman | Client Service Supervisor: Mutual Fund Pricing and Accounting | Feb 2010 to Oct 2012 | — |
| Lacrosse Unlimited | Sales Associate | Sep 2009 to Feb 2010 | — |
Education
Denison University
BA, Economics
Hingham High School
The University of Western Australia
Economics
Others at Miracle Mile Advisors, LLC (9)
| Name | Role | Location |
|---|---|---|
| Partner | CA , United States | |
C Coleman Chamberlain | Associate Research Analyst | Chicago, IL , United States |
| Partner | CA , United States | |
| Senior Associate Portfolio Strategist | CA , United States | |
| Investment Analyst | Santa Monica, CA , United States | |
| Trader | Los Angeles, CA , United States | |
| Chief Investment Officer | Chicago, IL , United States | |
S Sidi Zhao | Trader | Los Angeles, CA , United States |
| Portfolio Manager | San Francisco, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
R Rich Schimbor | Senior Equity Analyst | Ami Asset Management Corp. | Los Angeles, CA , United States |
A Andrew Z. | Portfolio Manager | Ami Asset Management Corp. | Los Angeles, CA , United States |
H Heather Liu | Portfolio Analyst | L & S Advisors Inc. | Los Angeles, CA , United States |
| Senior Trader | L & S Advisors Inc. | Los Angeles, CA , United States |