Veronica Karas, CFP®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Veronica Karas is a wealth management financial advisor based in Lake Success, NY.

Veronica joined CAPTRUST in 2018 and serves as a principal, financial advisor. She has extensive experience working with high-net-worth individuals and small businesses in all areas of financial planning, including estate planning, retirement planning, tax planning, education planning, and insurance.

Veronica previously worked as a financial planner at FCE Group; a financial planner for a team of advisors in Merrill Lynch’s global wealth management division; and as a financial advisor and director of marketing and business development at Circle Advisors Inc.

When she is not in the office or with a client, Veronica enjoys helping people through transformational life coaching, volunteering at Rescue City, and spending time with her husband and their three rescued pets. She is a CAPTRUST Community foundation board member. Veronica is the author of the ‘Money Matters’ series of books which includes: Money Matters: Everything You Should Have Learned in School, but Didn’t, Money Matters: Merging Lives, Merging Finances, and Money Matters: Avoid Getting ‘Sandwiched’ out of Retirement.

Education

  • Bachelor of Business Administration degree in international marketing from CUNY Bernard M. Baruch College
  • Master of Business Administration degree in marketing management from Pace University Lubin School of Business

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Master of Business Administration
  • Life, Accident, & Health license

Memberships

  • Director of Fundraising Program, Rescue City NYC
  • Member, Financial Planning Association
  • Member, CAPTRUST Women’s Initiative

Awards & Recognition

  • Investopedia 100 Top Financial Advisors | 2023
  • NAPA Top DC Advisor Teams | 2022, 2024 (CAPTRUST Lake Success)

Article

Valuation Discounts for Gift and Estate Tax Savings

In this article, CAPTRUST Financial Advisor Veronica Karas offers her insights on valuation discounts for gift and estate tax savings. Read the full article to understand what valuation discounts are, how they work, and what makes them an important part of a comprehensive gift and estate tax savings strategy.

Read More

Resources

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