Soarion Wealth Solutions

INVEST WITH A TEAM YOU CAN TRUST

Soarion Credit Union has partnered with Osaic Institutions to help you plan your financial future by designing an investment portfolio specific to your short- and long-term financial goals.

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About Soarion Wealth Solutions

At Soarion Wealth Solutions, we can offer you a wide variety of investment products and services to give you more flexibility on your path towards a better tomorrow. Our Senior Financial Advisor, Nahid Karimjee, CFP®, will help educate and guide you while creating a comprehensive wealth management plan that fits your needs.

No matter where you are in your financial journey, the knowledgeable Wealth Solutions team can help take the mystery out of financial planning.

Contact us to Schedule your appointment today.
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Wealth Solutions Services

Retirement planning

Asset management

Financial and estate planning*

College financial planning

Long term care and insurance planning

Fixed income solutions

MEET THE TEAM

Nahid Karimjee, CFP®

SENIOR FINANCIAL ADVISOR

Nahid Karimjee is a CERTIFIED FINANCIAL PLANNER® professional who specializes in developing financial plans for members based on their objectives, time horizons and risk tolerances. Nahid’s investment philosophy follows the principles of asset allocation and various investment solutions. He holds both Series 7 and Series 66 securities registrations as well as a life insurance license in Texas. Nahid enjoys spending time with family, golfing and fishing.

 

Aaron Davila

INVESTMENT SERVICES SPECIALIST

Aaron graduated from Northwestern University with his B.A. in Economics and a minor in Business Institutions. He currently holds both Series 7 and Series 66 securities licenses as well as a life insurance license in Texas. Outside of work, he enjoys trying new restaurants in his native San Antonio, cooking for family and friends at home, and learning new musical instruments.

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

Our Corporate Office

San Antonio:
1560 Cable Ranch Rd. Suite 200
San Antonio, TX 78245
 
 
 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck