Please note that Soarion Financial Centers and Administrative offices will be closed on Saturday, July 4th in observance of Independence Day. Please note that Soarion Financial Centers and Administrative offices will be closed on Saturday, July 4th in observance of Independence Day. Please note that Soarion Financial Centers and Administrative offices will be closed on Saturday, July 4th in observance of Independence Day. Please note that Soarion Financial Centers and Administrative offices will be closed on Saturday, July 4th in observance of Independence Day.
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.

Visit Soarion Wealth Solutions Website
About Soarion Wealth Solutions
With Soarion Wealth Solutions, You Can Plan For Your Future.

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.

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

Soarion Wealth Solutions Services

  • Retirement planning
  • Asset management
  • Financial and estate planning*
  • College financial planning
  • Long term care and insurance planning
  • Fixed income solutions
Visit Soarion Wealth Solutions Website

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. 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.

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.

Locations and ATMs

Soarion Credit Union

Get Directions

Location 1

Location 2

Location 3

Location 4

Please note that Soarion Financial Centers and Administrative offices will be closed on Saturday, July 4th in observance of Independence Day. Please note that Soarion Financial Centers and Administrative offices will be closed on Saturday, July 4th in observance of Independence Day. Please note that Soarion Financial Centers and Administrative offices will be closed on Saturday, July 4th in observance of Independence Day. Please note that Soarion Financial Centers and Administrative offices will be closed on Saturday, July 4th in observance of Independence Day.

* 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.

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More Ways to Invest

IRA Share Certificates
An IRA/Roth IRA Share Certificate combines high-yield dividends like a traditional certificate with IRA tax advantages. Invest in your future with a minimum of $1,000 for terms of one to seven years.
Learn More
Roth IRA
A Roth IRA is a retirement savings plan where contributions are made after tax, but earnings and withdrawals in retirement are tax-free. It’s best for those expecting to be in a higher tax bracket in retirement.
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Traditional IRA
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