Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Karin Mikula

Senior Vice President–Wealth Management

Financial Advisor

Karin R. Mikula, CLU® is a First Vice President in Red Bank, NJ. Drawing on her 30 years of specialized wealth management experience, Karin specializes in both the wealth accumulation and wealth distribution retirement phases for her clients. Karin develops individualized and comprehensive financial plans based on the goals of her clients, helping them to build, manage, protect and pass on their wealth.

The focus of Karin's practice is providing a world-class client experience to women, retirees, wealthy families, and businesses that need wealth management guidance

Prior to joining UBS, Karin spent 8 years with Merrill Lynch. She received her BS from the University of Wisconsin.

Karin resides in Freehold, NJ and is actively involved in her community and with her children's sports.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • HI
  • MA
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • University of Wisconsin

Credentials

  • Chartered Life Underwriter®
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701
  • (732) 936-3260

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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