Karen Casillas is an institutional advisor based in Westlake Village, CA.
Karen Casillas is a nationally recognized industry advocate specializing in investment advisory, financial wellness, and fiduciary governance services for company and nonprofit retirement plans, endowments, and foundations. She joined CAPTRUST in 2012, and previously held leadership positions at Fidelity Investments and American Funds. Karen is passionate about creating exceptional client and employee experiences and delivering actionable and impactful guidance.
When she is not in the office or with a client, Karen enjoys baking, hosting dinner parties, reading, volunteering, and, most of all, spending time with her family.
Education
- Bachelor of Science degree in economics from the University of California, Davis
Industry Designations
- Accredited Investment Fiduciary®
- Certified Plan Fiduciary Advisor
- Certified Fund Specialist®
- Nonqualified Plan Consultant
- California Life and Variable Contracts License
Industry Involvement
- Co-Chair CAPTRUST Women’s Mentoring
- Founder, CAPTRUST Women’s Initiative
- Co-Chair CAPTRUST Women’s GROW Initiative
- CAPTRUST Community Foundation, Grant Committee
- DCIIA Retirement Research Center, Advisory Institute Council
- Board Member, Western Pension and Benefit Council, San Francisco Chapter, and former President Los Angeles Chapter
- NHRA, NACUBO, CUPA-HR, and NHRA panelist
Memberships
- Member, NAPA
- Member, Women in Pensions Network (WIPN)
- Member, Women in Institutional Investments Network (WIIIN)
- Member, Retirement Advisor Council (RAC)
- National Charity League, Vista Robles Chapter Sustainer
- Chairman of the Assistance League of Ventura County’s Investment Committee
Awards & Recognition
- NAPA 2024 Top Women of Excellence
- NAPA Top Women, All-Stars| 2015, 2017, 2018, 2019, 2020, 2021, 2022, and 2023
- Financial Times 401 Top Retirement Plan Advisor | 2016, 2017, 2018, and 2019 Â
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Los Angeles)Â