Invest With A Team You Can Trust
The Investment Center
AFFCU 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.
Go to website of The Investment Center located AFFCU.
About The Investment Center located at AFFCU
At The Investment Center located at AFFCU, 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 Investment Center team can take the mystery out of financial planning.
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Call or email to schedule your appointment.
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, 66 securities registrations as well as a Life insurance license in Texas. Nahid enjoys spending time with family, golfing and fishing.
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. 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.
*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.
“The Investment Center” is a trade name of AFFCU. Osaic Institutions and AFFCU 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