Address

Non-branch Location
Westlake Village, CA 91361

Contact

Phone: 818.483.1104

Hours

Mon–Fri, 8:00 am–5:00 pm

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Endowments & Foundations
Retirement Plan Sponsors

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.

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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.

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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

Debra Gates

Manager,
Advice & Wellness

James Valmonte

Vice President,
Financial Advisor

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

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.