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

Fiduciary Investment Advisor for Retirement Plans, Endowments, and Foundations

Karen Casillas, AIF®, CPFA, CFS's Email Addresses

ka****[email protected] Personal Email

Karen Casillas, AIF®, CPFA, CFS's Phone Numbers

(213) ***-*156 Phone number

Karen Casillas, AIF®, CPFA, CFS's Work Experience

CAPTRUST

Vice President, Financial Advisor

January 2012 to Present

401(k) Advisors (now NFP Retirement)

Plan Consultant Director

October 2007 to January 2012

ING / Voya

Client Relations Manager

January 2006 to November 2007

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Karen Casillas, AIF®, CPFA, CFS's Education

University of California, Davis

Center for Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business

The National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association

About Karen Casillas, AIF®, CPFA, CFS's Current Company

CAPTRUST

Frequently Asked Questions about Karen Casillas, AIF®, CPFA, CFS

What company does Karen Casillas, AIF®, CPFA, CFS work for?

Karen Casillas, AIF®, CPFA, CFS works for CAPTRUST


What is Karen Casillas, AIF®, CPFA, CFS's role at CAPTRUST?

Karen Casillas, AIF®, CPFA, CFS is Vice President, Financial Advisor


What is Karen Casillas, AIF®, CPFA, CFS's personal email address?

Karen Casillas, AIF®, CPFA, CFS's personal email address is ka****[email protected]


What is Karen Casillas, AIF®, CPFA, CFS's business email address?

Karen Casillas, AIF®, CPFA, CFS's business email address is karen.casillas,aif®,cpfa,[email protected]***.***


What is Karen Casillas, AIF®, CPFA, CFS's Phone Number?

Karen Casillas, AIF®, CPFA, CFS's phone (213) ***-*156


What industry does Karen Casillas, AIF®, CPFA, CFS work in?

Karen Casillas, AIF®, CPFA, CFS works in the Investment Management industry.


About Karen Casillas, AIF®, CPFA, CFS

💼 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


Karen Casillas, AIF®, CPFA, CFS’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Karen Casillas, AIF®, CPFA, CFS's Ranking

Ranked #1,233 out of 24,660 for Vice President, Financial Advisor in California

Karen Casillas, AIF®, CPFA, CFS's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Karen Casillas, AIF®, CPFA, CFS's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 89% chance that Karen Casillas, AIF®, CPFA, CFS is seeking for new opportunities

Karen Casillas, AIF®, CPFA, CFS's Social Media Links

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