Aaron Karas, CFP®

Founder, Financial Advisor

Aaron Karas is a highly experienced and dedicated fee-only Certified Financial Planner® with a career spanning back to 2008 in the financial industry. With expertise in financial planning, investment portfolio management, liability management, trust and estate planning strategies, banking, and hedging strategies, Aaron offers objective and strategic advice to help his clients accumulate, retain, protect, and transfer their wealth.

Aaron's approach is centered around understanding his clients' aspirations and needs. Using his unique insights, he creates personalized financial plans that align with each individual's goals. He is committed to excellence and takes great pride in helping his clients achieve their dreams.

In his role as a financial planner, Aaron acts as the quarterback of the financial team, working closely with his clients to integrate efforts from his vast network of estate attorneys, CPAs, and other advisors, ensuring a cohesive and effective implementation of recommended strategies. Notably, Aaron is an approved member of the NFLPA Financial Advisors program, which makes him an expert in the NFL player benefits program. This allows him to assist athletes fully in financial planning to utilize all the benefits they've earned.

Before joining his current practice, Aaron gained valuable experience as an advisor/financial planner at Wells Fargo and as a licensed banker at JP Morgan Chase, providing financial guidance to clients on both commercial and personal investments.

Aaron holds a Bachelor of Arts degree from Baylor University, where he cultivated his passion for helping others achieve their goals. Outside of his professional life, he takes great joy in being a devoted husband and father. He resides in The Woodlands, TX, where he was raised.

Aaron Karas is an Investment Advisor Representative with, and Advisory Services offered through Insight Wealth Strategies, LLC. a registered investment advisor. Investment advice offered through Insight Wealth Strategies, LLC. QB1 Advisors and Insight Wealth Strategies, LLC not affiliated entities.