Westlake Village, CA
Our Westlake Village advisors offer financial expertise for endowments and foundations, as well as retirement plan sponsors, in Los Angeles, Pasadena, Westlake Village and surrounding areas.
Endowment & Foundation Leaders
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Retirement Plan Sponsors
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
CAPTRUST
Westlake Village
We’re committed to providing California communities like Los Angeles, Westlake Village, Pasadena and other surrounding areas with strong financial advice that meets our clients’ unique needs. As a trusted fiduciary, the CAPTRUST team will always put your best interests first. Contact our local office today.
Our Team
Karen Casillas
Vice President | Financial Advisor
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Debra Gates
Manager | CAPTRUST at Work
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At CAPTRUST, we work diligently to understand each organization’s unique circumstances, create an exceptional client service experience, and provide actionable and impactful guidance.