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Karen Casillas, AIF®, CFS®, CPFA

Karen Casillas, AIF®, CFS®, CPFA

Vice President,
Financial Advisor

  • Upland, CA
  • Unbroken and The Notebook
  • Warren Buffett, Ronald Reagan, and Robin Williams.
  • Live as if you were to die tomorrow. Learn as if you were to live forever.
  • Integrity, optimism, and perseverance.

Financial Advisors

Karen is an institutional advisor based out of Los Angeles, CA.

Karen Casillas is a vice president, financial advisor with CAPTRUST in our California office. Karen has over 20 years’ experience in the investment arena. Prior to her role with CAPTRUST, she was a plan consultant director with NFP Retirement for four years. When she is not in the office or with a client, Karen enjoys cooking, baking, traveling, reading, and spending time with family and friends.

Today, Karen specializes in implementing and maintaining investment due diligence processes as well as consulting on plan design and fiduciary best practices. She has a significant background in investment analysis, committee administration, fiduciary governance, plan design, employee education and communication, and both brokerage and mutual fund operations.

During her career, Karen has worked in a variety of management positions within Fidelity Investments, American Funds, ING, and Dean Witter. Karen graduated with a Bachelor of Science degree in economics from the University of California, Davis. She is an investment advisor representative and holds the Certified Fund Specialist® (CFS®) designation and the Accredited Investment Fiduciary® (AIF®) credential. Karen also ranked as one of the Top 300 Most Influential Advisors in Defined Contribution for 2011 by 401(k) Wire. Her team was listed that same year as one of the nation’s Top 100 Advisor Teams from PLANSPONSOR Magazine recognizing “advisors whose practices stand out in terms of a series of quantitative measures.”

Most recently, Karen was chosen as one of the elite “All Star Advisors” of NAPA net’s Top Female Financial Advisors in the nation and Financial Times 2016 top 401 Advisers. Karen is a program committee member for the Western Pension & Benefit Council – San Francisco Chapter and a board member for their Los Angeles Chapter. Karen is also a Patroness for the National Charity League Vista Robles Chapter.

Education

  • Bachelor of Science degree in economics from the University of California at Davis

Industry Designations

  • Accredited Investment Fiduciary®
  • Certified Fund Specialist®
  • Certified Plan Fiduciary Advisor

Awards & Recognition

  • Financial Times 401 Top Retirement Plan Advisor | 2016, 2017, 2018, and 2019 
  • NAPA Top Women Advisors All-Star | 2017 and 2018
  • PLANSPONSOR Magazine Nation’s Top 100 Adviser Teams | 2011
  • Top 300 Most Influential Advisors in Defined Contribution | 2010 and 2011

Industry Involvement

  • Historian for National Charity League, Vista Robles Chapter
  • President of the Western Pension & Benefit Council – Los Angeles Chapter

Memberships

  • Former President, Western Pension & Benefits Council, Los Angeles Chapter
  • Member, CUPA-HR
  • Member, NACUBO
  • Program Committee Member, Western Pension & Benefit Council, San Francisco Chapter
  • Founder, CAPTRUST Women’s Initiative

News & Resources

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