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Invest With A Team You Can Trust

Soarion Wealth Solutions

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.

Learn More

Go to the website of Soarion Wealth Solutions.

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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 take the mystery out of financial planning.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Call or email to schedule your appointment.

    Soarion Wealth Solutions Services

  • Retirement planning


  • Asset management


  • Financial and estate planning*


  • College financial planning


  • Long term care and insurance planning


  • Fixed income solutions


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Learn More

Go to the website of Soarion Wealth Solutions.

Senior Financial Advisor

Nahid Karimjee, CFP®

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 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.

 

Nahid Karimjee

Investment Services Specialist

Aaron Davila

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.

Headshot of Aaron Davila

 

Our Corporate Offices

 

 Soarion Credit Union Headquarters

 1560 Cable Ranch Rd, STE 200

 San Antonio, TX 78245

 

 

Call or email to schedule your appointment: 

Office: 210-678-5223
Email: soarionwealth@osaicinstitutions.com
Website: wealthsolutions.soarion.org

 

 

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Osaic Institutions or any of its representatives may give legal or tax advice.


Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC., MEMBER FINRA / SIPC.


“Soarion Wealth Solutions” is a trade name of Soarion Credit Union. Osaic Institutions and Soarion are not affiliated.

Not a Deposit

Not Insured by any Federal Government Agency

Not NCUA Insured

Not Guaranteed by the Credit Union

May Lose Value Including Loss of Principal