Steven Karlik, CLU, CHFC®
Title: Investment Advisor Representative, Financial Services Representative
Focus: Insurance Strategies, Retirement Income Strategies, Investment Strategies, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies, Financial Education, Student Loan Refinancing, Business Owners, College Funding Strategies, Group Benefits
Steven Karlik has been in the financial services arena since 1986. His focus is on delivering comprehensive, state-of-the-art financial solutions to select group of executives, business owners, and other successful individuals and families who have unique financial and wealth management needs.
Mr. Karlik attended Kean University, where he also played college baseball and was a two-time ECAC all conference player. He was on the standby list of Olympic hopefuls for the 1984 Olympic baseball team. Mr. Karlik is Series 7 registered with FINRA, and holds the CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College.
Mr. Karlik offers a comprehensive suite of financial services that include estate conservation, business succession planning, wealth management strategies, and retirement planning. He also offers solutions to corporate clients and their employees, including benefits administration, risk management, and retirement education.
Mr. Karlik travels between his Princeton NJ, Newtown Square PA, and Florida offices. He resides in Naples, FL with his wife and childhood sweetheart, Michelle, and their two youngest children, Grace and Brendon. The Karlik's eldest daughter Meghan lives in Essex VT with her husband Nick. Their son Eric who is a partner and works closely with Steven and all of their clients in the Financial Services industry, resides in Hoboken, NJ.When not enjoying the company of his family and friends, he is most likely to be playing golf at The Club at Mediterra, Naples, FL, where he is a member. He is also involved in the Making Headway Foundation for Brain Tumor Research.
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
CA Insurance License #XXXXX | State of Domicile: XX
I am licensed to sell insurance in: CA, CO, FL, MA, NH, NJ, NY, NC, PA, SC, TX
I am licensed to sell securities in: FL, TX