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Karan Shastri, Financial Advisor

Focus Areas

  • Wealth protection strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Education savings strategies

About Karan

I come from a very close-knit family. After watching close family members make some financial decisions that impacted the future of them and their families, I decided that I wanted to help others avoid certain mistakes. Working as an advisor and helping people plan for their futures, make educated decisions about their investments, and providing them with investment strategies tailored to help them achieve the life they've dreamed of gives me immense personal satisfaction.

I work with a diverse group of clients, but they share some common characteristics: They are serious about their long term financial goals. They are willing to...

Work History

  • Edward JonesJune 2017 to Current

Personal Interests

  • Camping
  • Traveling
  • Spending Time with Family
  • Board Games
  • Snorkeling

Team Members

  • Rajni Verma
    Client Experience Specialist
  • Renata Povilonis
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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My priorities

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Setting your path

We use an established process to help you reach your goals.

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