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.
Join Us NowAbout 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.
Schedule an AppointmentWealth Solutions Services
Retirement planning
Asset management
Financial and estate planning*
College financial planning
Long term care and insurance planning
Fixed income solutions
MEET THE TEAMNahid 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. 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.
Location
San Antonio:750 East Mulberry
San Antonio, TX 78212
Phone: 210-678-5223Email: soarionwealth@osaicinstitutions.com
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