About
Aaron Karas is a comprehensive, fee-only financial planner who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. He offers objective, strategic advice 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 a financial plan and brings his passion for excellence in helping his clients achieve their goals. He works closely with his clients’ attorneys, CPAs, and other advisors, integrating their efforts to effectively help his clients implement the recommended strategies to guide them toward their financial goals; Aaron provides a great deal of personal attention to help adapt their plan to fit their current circumstances.
Prior to joining the Insight team, Aaron was an advisor/financial planner at Wells Fargo. Before that, he was a licensed private banker at JP Morgan Chase where he assisted clients with their investments, both commercial & personal.
Aaron achieved his Bachelor of Arts degree from Baylor University and was a letterman of the football team. At Baylor, he cultivated his passion for helping others achieve their goals. He is a proud husband and father and lives in The Woodlands, TX where he was raised.
Firm Information
We are a team of fiduciaries – we serve you and your best interest; by understanding your unique objectives and concerns, we help you achieve your financial goals. Our planners will analyze your particular situation and offer recommendations that best suit you. We will also help you implement your financial plan and periodically review it as circumstances or goals change. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, protect, and transfer wealth.
Since 2002, Insight Wealth Strategies has gained invaluable experience and fine-tuned our technique. Our financial planning process provides comprehensive cross-disciplinary advice, precise execution and high quality personalized service.