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Financial Advisors

Adrian Karas

CERTIFIED FINANCIAL PLANNER™ 

Financial Advisor

Adrian Karas joined the Cooper, Adel, Vu Financial team in January 2024 and serves as one of our financial advisors.

Adrian Karas joined Cooper, Adel, Vu Financial in early 2024 as a Financial Advisor. Adrian is committed to developing lifelong relationships with our clients to bring them financial peace of mind in these difficult times. 

Adrian’s career began at Fidelity Investments where he obtained the Series 7 & 63 securities registrations. In 2011, he graduated from Xavier University’s MBA program. In 2015, he moved to Scottrade as an Investment Consultant, and became a Series 66 Investment Advisor Representative. After the company was acquired by TD Ameritrade in 2018, he achieved the Certified Financial Planner™ designation. CFP® professionals have met rigorous qualifications for financial planning, including several years of experience and passing the comprehensive CFP® Certification Examination. They are committed to act as a fiduciary, thereby acting in the best interests of their clients. Beginning in 2022, he helped transition TD clients over to Charles Schwab’s platform due to another company acquisition. He obtained the Ohio Life & Health Insurance license in 2023, before leaving Schwab for Cooper Adel Vu Financial. 

Adrian was born and raised on Cincinnati’s west side and graduated from Walnut Hills High School and the University of Cincinnati’s College of Business. In his spare time, Adrian likes to play music, travel, and attend Cincinnati sporting events. 

Adrian Karas is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Adrian Karas is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. 

Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.

Locations

+1 844 262 5214

Rhett Butler, Julian Guilfoyle, Jeff Jones, Scott Pelfrey, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.

Rhett Butler, Julian Guilfoyle, Jeff Jones,Scott Pelfrey, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.

 Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.

Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Locations

+1 844 262 5214

Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.

Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.

Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.

Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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