Aaron Olszeski

Financial Advisor

Phone: (713) 402-6135
E-mail:


Aaron Olszeski is a financial advisor with the North Star Consultants of Texas Medical Division. Aaron has a specialty practice working exclusively with medical professionals and their families to help them overcome the financial challenges that are unique to their chosen careers. His areas of specialty include, but are not limited to:

  • Asset Protection Strategies1 
  • Liability Protection1
  • Physician Specific Disability Insurance
  • Debt Management Strategies (student loans, personal loans, credit cards)
  • Life Insurance Strategies
  • Wealth Management
  • Retirement Programs (Solo 401k, SEP, 410k 403b, Roth IRA)
  • Tax Deferred Strategies1
  • Exit Strategies 
  • College savings programs

Aaron co-hosts educational seminars to numerous universities and teaching hospitals throughout Texas on these topics and more with partner and renowned speaker, Shaun McDuffee, CLU, ChFC, AEP, CEPA.

Aaron is a graduate of Lewis University with a degree in finance and a minor in economics. In his spare time he enjoys spending time with his family and friends, running/ training for marathons, and traveling. Aaron is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.

 

1Aaron does not provide specific tax or legal advice. Please consult with a tax and/or legal professional for specific advice.

 

Houston Office:

3200 SW Freeway, Suite 3300
Houston, Texas 77027


North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Aaron is a Registered Representative and Investment Advisor Representative of CRI Securities, LLC. and Securian Financial Services, Inc. 

North Star Consultants Texas, Inc. and Securian Financial Services, Inc. Securian Financial Services, Inc. operates under separate ownership from North Star Consultants, Inc. and North Star Consultants Texas, Inc. North Star Consultants Texas, Inc., doing business as North Star Consultants of Texas in the state of Texas. 

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