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Carl K

CFP®, Series 63

Troy, NY

Carissima Capital LLC

Carl Kempf is a CFP® professional and Series 63 license holder with one year of experience in financial advisory services. He is the principal of Carissima Capital LLC and has a background that includes legal practice as a solo attorney since 2019, as well as prior roles with the County of Rensselaer and The Research Foundation for SUNY. Kempf maintains an active solo law practice alongside his advisory work. Carissima Capital LLC serves individuals, trusts, estates, charitable organizations, family foundations, family offices, corporations, and other entities by providing investment advisory, financial planning, co-advisory services, and evaluation of unaffiliated private funds. The firm’s approach involves top-down macroeconomic analysis to guide asset allocation and constructs client-specific portfolios with ongoing monitoring, often including discretionary management. It integrates financial planning with legal and tax coordination, and uniquely offers separate legal services when requested.

Annuities Private / alternative investments Cash flow / budgeting
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