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Veronica Karas, CFP®

Veronica Karas, CFP®

Senior Financial Advisor

  • Port Washington, NY
  • The Code of the Extraordinary Mind | Pretty Woman
  • Tony Robbins, Gary Vaynerchuk, and Kevin O'Leary
  • “Love recognizes no barriers. It jumps hurdles, leaps fences, penetrates walls to arrive at its destination full of hope.” - Maya Angelou
  • Integrity, determination, and consistency

Financial Advisors

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

Veronica joined CAPTRUST in 2018 and serves as a senior 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
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