186 Wood Ave. South, Suite 301 Iselin NJ
is to help my clients make smart choices about their money so they can achieve their goals and live their lives with purpose, for the reasons that are important to them.
When transactional financial product sales were the norm, I decided to change my practice from transactional relationships to holistic engagements. I find fulfillment in helping people achieve "The American Dream" with a greater sense of purpose and financial security while creating and protecting their legacy for future generations.
I am inspired by the story of my grandfather Tony (Toni) Karabas, who immigrated to the United States as the only child of his parents in 1919. A fourteen-year-old with nothing more than a note in his pocket from his parents to his "uncle," he could not speak, read, nor write English. He also had full knowledge that he would never see his parents again. His parents made a great sacrifice by sending my grandfather to America with blind faith that he would have a prosperous life. I am the legacy of my great-grandparents' sacrifice.
When not working with my clients, I enjoy family time, museums, antiquing, all outdoor activities and physical fitness.
Financial Services Executive | Financial Planner | Special Needs Planner
CA Insurance Lic# 0K06481 Domiciled in NJ
My mission is to help my clients make, informed, educated choices about their money, so they can achieve their goals and focus on what is important to them. Qualifications & Personal Information...
Client Experience Administrator