Ira J. Krulik

Ira J. Krulik

Ira J. Krulik


Financial Advisor


41 Years of Experience



I truly appreciate the simple things in life: a good mystery novel, a day spent on the links, or a fall football tailgate. It’s these simple pleasures that bring me the most joy in life. I’m an avid sports fan, a beach bum, and a history buff. My wife and I try to travel as much as we can, with Aruba being our favorite place to visit. When I have free time, I love getting lost in a good mystery. I always make sure that my e-reader is loaded with the latest novels.

My wife and I reside in Monmouth County, NJ.  We enjoy spending time with our daughter, son-in-law and the newest member of the family, our granddaughter.


Awards & Recognition

  • Five Star Wealth Manager, 2019-2024



    • MBA, 1988, Investment Analysis / Portfolio Management – Pace University
    • BBA, 1982, Organizational Behavior – Baruch College CUNY
    • AAS, 1977, Accounting – Kingsborough Community College CUNY


    Areas of Focus

    • Retirement Planning Strategies
    • Family Finances
    • Saving for Education
    • Investments
    • Insurance
    • Tax Planning Strategies



    • Certified Financial Planner™ practitioner
    • Retirement Income Certified Professional®
    • Chartered Retirement Planning Counselor℠
    • Chartered Mutual Fund Counselor℠
    • Accredited Portfolio Management Advisor℠

    View Definitions



    Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.

    Wealth managers do not pay a fee to be considered or placed on the final list of year 2019, 2020, 2021, 2022, 2023 & 2024.

    The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.

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