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Aif® Cepa

Aif® Cepa

Partner at Miracle Mile Advisors, LLC

CA , United States

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

OrganizationRoleDate RangeDetails
Composition WealthPartnerNov 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 CorporationVice President, Retirement ServicesAug 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 ServicesRetirement Plan Sales AssociateDec 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 FundsOct 2012 to Dec 2013
Brown Brothers HarrimanClient Service Supervisor: Mutual Fund Pricing and AccountingFeb 2010 to Oct 2012
Lacrosse UnlimitedSales AssociateSep 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)

NameRoleLocation
Bob Driscoll
Bob Driscoll
PartnerCA , United States
C
Coleman Chamberlain
Associate Research AnalystChicago, IL , United States
Peter Karp
Peter Karp
PartnerCA , United States
Emil Georgiev
Emil Georgiev
Senior Associate Portfolio StrategistCA , United States
Gino Valente
Gino Valente
Investment AnalystSanta Monica, CA , United States
Langley Thomas
Langley Thomas
TraderLos Angeles, CA , United States
Matt Dmytryszyn
Matt Dmytryszyn
Chief Investment OfficerChicago, IL , United States
S
Sidi Zhao
TraderLos Angeles, CA , United States
Travis Palmer
Travis Palmer
Portfolio ManagerSan Francisco, CA , United States

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