Retirement Plan Advisory Westlake Village CA

Address

Non-branch Location
Westlake Village, CA 91361

Contact

Phone: 818.483.1104

Who We Serve

Endowments & Foundations Retirement Plan Sponsors

Hours

Mon–Fri, 8:00 am–5:00 pm

See Nearby Locations

Valencia, CA

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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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.

Explore Our Services

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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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James Valmonte

Vice President,
Financial Advisor

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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.

Karen Casillas