Karen Casillas, AIF®, CPFA, CFS's Email & Phone Number

💼 Past Experience

Karen Casillas graduate from the University of Texas at Austin with a degree in Business Administration, where she focused in Pension Affairs, Benefit design, and financial planning. Karen Casillas has experience in investment management, retirement planning, and asset management. Karen Casillas currently works as a financial advisor for 401(k) Advisors, where she provides consulting and financial advice to retirement plans, endowments, and foundations. In her previous positions, Karen Casillas was responsible for working with clients in a variety of industries, including Pension Affairs, Investment Advisory, Financial Advisory, Consultant, Committee Liaison, Pension Planning, Investment Strategies, 401(k), Series 7, IAR, Mutual Funds, Wealth Management, Alternative Investments, and Strategic Financial Planning.

🎓 Education

Karen Casillas's educational background and work readiness values include the principles of responsible investing, personal responsibility, industry-wide impartiality, and professionalism. Karen Casillas is a certified plan fiduciary advisor (CPFA) and has over 10 years experience providing fiduciary services to employers and their employees. She is currently a contributing writer and fellow at the National Association of Plan Advisors (NAPA).Karen Casillas is a Licensed Professional Financial Professional (L.P.F.P.) who has more than 10 years of experience providing fiduciary services to employers and their employees. Karen Casillas has received numerous certifications, documents, and accolades related to her professional skills and experience; these include being an accredited investment fiduciary (AIF)Investment Fiduciary, Trust, and Qualified Retirement Plan Fiduciary Process at Center for Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business, and being a certified plan fiduciary advisor (CPFA) as a result of her work at The National Association of Plan Advisors (NAPA). Karen Casillas is currently a contributing writer and fellow at the National Association of Plan Advisors (NAPA).

💡 Technical & Interpersonal Skills

Positions at 401(k) Advisors (now NFP Retirement):Clients Relations ManagerVice President, Financial AdvisorTeam LeaderFinancial Advisor at American FundsVice President, Financial Advisor at CAPTRUST