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Lisa Karlin, 

Lisa Karlin, 

Vice President, Financial Consultant - AIF®

With over 30 years of expertise in the investment, retirement plan, and insurance sectors, Lisa Karlin is a highly experienced professional at MAGIS Financial Partners. Specializing in crafting customized financial solutions for individuals and businesses, Lisa goes beyond the transactional approach by closely collaborating with clients' attorneys, accountants, and third-party administrators. She views financial planning as an ongoing, dynamic process rather than a one-time event, emphasizing continual collaboration with clients to monitor investment performance and adapt to evolving personal circumstances, regulatory changes, and market conditions.

Lisa's commitment to excellence is evident in her belief that a successful financial strategy requires a disciplined and objective process delivered with transparency and integrity. Supported by the talented staff at MAGIS Financial Partners, Lisa has cultivated lasting relationships with her clients, emphasizing the importance of exceptional service and personal attention. In addition to being an Accredited Investment Fiduciary (AIF®) designee, Lisa holds the title of Certified Employee Benefits Paralegal.

Lisa holds various registrations, including Series 7 (General Securities Representative), Series 63 (Uniform State Securities Agent), and Series 65 (Uniform Investment Advisor). She is licensed as an agent for life insurance, accident & health insurance, and fixed & variable annuities.

Lisa's comprehensive skill set and dedication make her a valuable asset to MAGIS Financial Partners.