Aaron Karas

About Aaron Karas

Please contact me by e-mail a•••••@insight2wealth.com

Experience

1. Certified Financial Plannertm

   Insight Wealth Strategies, Llc

   Jan 2015 — Present

   Aaron Karas, CFP® is a comprehensive, fee-onlyfinancial planner who began his career in thefinancial industry in 2008. His primary areas ofexpertise are financial planning, investmentportfolio management, liability management, trustand estate planning strategies, banking, andhedging strategies. He offers objective, strategicadvice designed to help his clients accumulate,retain, protect, and transfer their wealth.In his practice, Aaron focuses on his clients’aspirations and uses his unique insight to create afinancial plan and brings his passion for excellencein helping his clients achieve their goals. He worksclosely with his clients’ attorneys, CPAs, and otheradvisors, integrating their efforts to effectively helphis clients implement the recommended strategiesto guide them toward their financial goals; Aaronprovides a great deal of personal attention to helpadapt their plan to fit their current circumstances.Prior to joining the Insight team, Aaron was anadvisor/financial planner at Wells Fargo. Beforethat, he was a licensed private banker at JPMorgan Chase where he assisted clients with theirinvestments, both commercial & personal.Aaron achieved his Bachelor of Arts degree fromBaylor University and was a letterman of thefootball team. At Baylor, he cultivated his passionfor helping others achieve their goals. He is a proudhusband and father and lives in The Woodlands, TXwhere he was raised.

Education

• Rice University

  Certified Financial Planner® Program

Skills

• Fixed Income
• Asset Management
• Portfolio Management
• Asset Allocation
• Mutual Funds
• Financial Analysis
• Investment Strategies
• Securities
• Retirement Planning
• Investments
• Financial Advisory
• 401k
• Series 7
• Finance
• Equities