Aaron Karas, Cfp®

Aaron Karas, Cfp® Email and Phone Number

Founder and Fiduciary @ Qb1 Advsiors LLC
Houston, TX, US
Aaron Karas, Cfp®'s Location
Greater Houston, United States
Aaron Karas, Cfp®'s Contact Details

Aaron Karas, Cfp® personal email

Aaron Karas, Cfp® phone numbers

About Aaron Karas, Cfp®

Please contact me by e-mail akaras@insight2wealth.com

Aaron Karas, Cfp®'s Current Company Details
Qb1 Advsiors LLC

Qb1 Advsiors Llc

View
Founder and Fiduciary
Houston, TX, US
Website:
qb1advisors.com
Employees:
3
Aaron Karas, Cfp® Work Experience Details
  • Qb1 Advsiors Llc
    Founder And Fiduciary
    Qb1 Advsiors Llc
    Houston, Tx, Us
  • Qb1 Advsiors Llc
    Founder/ Fiduciary
    Qb1 Advsiors Llc Nov 2023 - Present
  • Insight Wealth Strategies
    Certified Financial Planner™
    Insight Wealth Strategies 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.
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Mar 2013 - Sep 2015
  • Jpmorgan Chase
    Banker
    Jpmorgan Chase Sep 2009 - Mar 2013
  • Axa Advisors
    Financial Advisor
    Axa Advisors Feb 2008 - Apr 2009
  • Manning Passing Camp
    Coach
    Manning Passing Camp 2007 - 2008

Aaron Karas, Cfp® Skills

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

Aaron Karas, Cfp® Education Details

Frequently Asked Questions about Aaron Karas, Cfp®

What company does Aaron Karas, Cfp® work for?

Aaron Karas, Cfp® works for Qb1 Advsiors Llc

What is Aaron Karas, Cfp®'s role at the current company?

Aaron Karas, Cfp®'s current role is Founder and Fiduciary.

What is Aaron Karas, Cfp®'s email address?

Aaron Karas, Cfp®'s email address is aa****@****lfg.com

What is Aaron Karas, Cfp®'s direct phone number?

Aaron Karas, Cfp®'s direct phone number is (603) 224*****

What schools did Aaron Karas, Cfp® attend?

Aaron Karas, Cfp® attended Baylor University.

What skills is Aaron Karas, Cfp® known for?

Aaron Karas, Cfp® has skills like Investments, Finance, Portfolio Management, Series 7, Financial Analysis, Asset Management, Financial Advisory, Retirement Planning, Mutual Funds, 401k, Securities, Equities.

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