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Karen Casillas, CFS®, AIF®Vice President, Financial Advisor

  • 2625 Townsgate Road
    Suite 330
    Westlake Village, CA 91361
  • 818.483.1104
  • LinkedIn

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 (previously known as 401(k) Advisors) for four years and a client relations manager for Voya (previously known as ING) where she provided retirement plan consulting and relationship management to over 500 clients in California, Arizona, and Nevada. 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 B.S. 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

  • Certified Fund Specialist® (CFS®)
  • Accredited Investment Fiduciary® (AIF®)

AWARDS AND RECOGNITION

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

MEMBERSHIPS

  • Member of CUPA 
  • Member of NHRA
  • Program committee member for the Western Pension & Benefit Council - San Francisco Chapter

INDUSTRY INVOLVEMENT

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

Personal Profile

Hometown:
Upland, CA
Favorite Book or Movie:
Unbroken, The Notebook, and Princess Bride
Ideal Dinner Guest:
Warren Buffett and Ronald Reagan
Words to Live By:
Live as if you were to die tomorrow. Learn as if you were to live forever.
Qualities I Admire in People:
Integrity, optimism, and curiosity
Favorite Philanthropy:
The Amanda McPherson Foundation