Karime Azar
Senior Financial Planning and Investments Associate

Karime Azar CFP®

Whip smart (many on the team call her scary smart), Karime provides exceptional client service through her specialized training and skills in complex financial analysis and data analytics. Additionally, she is known for her impeccable client experience through hyper responsive service.

Born and raised in Mexico, Karime found her way to the Bay Area when she decided to pursue her college education in San Francisco. After completing her undergraduate studies in Finance at Hult International Business School, she was awarded a full scholarship to further her education. She now holds a Master’s in Business Analytics.

A dancer at heart and lover of exercise – her happy place is when she’s either dancing on a stationary bike or going for the occasional run. She has a sweet tooth for anything chocolate and does not think a day would be complete without a piece along with her beloved cup of coffee.