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.

Adult couple on cell phone

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
  • 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

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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