Edward S. Karan, CFA®, CFP®

Edward S. Karan, CFA®, CFP®

Founder and Senior Adviser, Aspire Wealth Advisory Group

Edward S. Karan, CFA®, CFP®, is the Founder and Senior Adviser at Aspire Wealth Advisory Group. He advises high-net-worth individuals and families with sophisticated financial needs, including domestic and cross-border complexity.

With more than 30 years of experience across private banking, private equity, investment banking and consulting, Edward brings institutional depth and highly personalized counsel to every client relationship.

Prior to founding Aspire, Edward was a Managing Director at Citi Global Wealth, where he served as a strategic leader in the Wealth at Work business, focusing primarily on executives and professionals in the legal, consulting, accounting and asset management industries.

Through Aspire, he works with clients on investment management, advisory planning, liquidity, retirement strategies, estate planning coordination, philanthropy, insurance and broader financial decision-making.

Phone: 212.540.9490 | Email: edward.karan@aspire-wag.com | Website: aspirewealthadvisorygroup.com

Latest articles by Edward S. Karan, CFA®, CFP®

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Why Advisory Firms Should Improve Their Curb Appeal Long Before a Sale

Advisory firm owners often start investing in their business when a potential buyer or partner comes knocking. Why not gain the advantage by improving it now?