CLU®, ChFC®, LUTCF®
Investment Strategies (Reg. Reps Only), Insurance Strategies, Business Owners, Estate Planning, Retirement Income Planning, Financial Education, College Funding Strategies, Risk Management Strategies, Business Succession Planning
English
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 Toni (Tony) 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.
Qualifications and Personal
• Over 25+ years of experience in the Financial Industry
• Licensed to offer Life & Health Insurance, Variable Annuity Products
• Hold the Series 7, 6, and 63 securities registrations
• Member of the Million Dollar Round Table (MDRT)
• Member of the National Association of Insurance and Financial Advisors (NAIFA)
• Member of FINSECA
• Member of the Financial Planning Association (FPA)
• Resides in Clinton Township, NJ
CRN202605-4458092
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