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Karen Casillas, AIF®, CFS®, CPFA

Karen Casillas, AIF®, CFS®, CPFA

Vice President,
Financial Advisor

  • Upland, CA
  • Unbroken | The Notebook
  • Warren Buffett, Ronald Reagan, and Robin Williams.
  • Live as if you were to die tomorrow. Learn as if you were to live forever.
  • Integrity, optimism, and perseverance.

Financial Advisors

Karen Casillas is an institutional retirement plan advisor based in Westlake Village, CA.

Karen joined CAPTRUST in January 2012 as vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate and nonprofit fiduciaries and fiduciaries of endowments and foundations. She is highly motivated to create quality fiduciary processes for clients that result in great outcomes for the committee, company, and their employees.

Prior to joining the firm, Karen has worked in a variety of leadership positions within Fidelity Investments, American Funds, Voya, The Boston Company, Morgan Stanley, and NFP. She has passed a number of FINRA exams and is certified as an Accredited Investment Fiduciary (AIF®) by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz School of Business.

When she is not in the office or with a client, Karen enjoys cooking, reading, volunteering in her community, and, most of all, spending time with her family. Karen is an active Sustainer Patroness for the National Charity League Vista Robles Chapter and Treasurer for the Assistance League of Ventura County Las Patronas Auxiliary.

Education

  • Bachelor of Science degree in economics from the University of California at Davis

Industry Designations

  • Accredited Investment Fiduciary®
  • Certified Fund Specialist®
  • Certified Plan Fiduciary Advisor
  • California Life and Variable Contracts License

Awards & Recognition

  • NAPA Top Women Advisors | 2015, 2017, 2018, 2019, and 2020
  • Financial Times 401 Top Retirement Plan Advisor | 2016, 2017, 2018, and 2019 
  • PLANSPONSOR Magazine Nation’s Top 100 Adviser Teams | 2011
  • Top 300 Most Influential Advisors in Defined Contribution | 2010 and 2011
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST California)
  • One of Karen’s clients recieved the PLANSPONSOR Magazine’s 2018 Best in Class designation, one of only 26 companies across the nation to receive the annual award presented to plan sponsors that meet the highest standard of excellence as deemed by their editorial and research teams.

Industry Involvement

  • DCIIA RIA National Advisory Council
  • Board Member, Programing Committee Chair, Western Pension and Benefit Council, San Francisco Chapter
  • Former President, Western Pension and Benefits Council, Los Angeles Chapter

Memberships

  • Member, CUPA-HR
  • Member, NACUBO
  • Member, NAPA
  • Founder, CAPTRUST Women’s Initiative
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