Karen Casillas

Financial Adviser at Captrust in Westlake Village, CA


Karen’s career is devoted to helping investors. With over 20 years’ experience, she is an industry veteran providing comprehensive investment advice and retirement plan consulting to corporate and non-profit fiduciaries. CAPTRUST embraces our role as a truly independent advisor entrusted to provide services for our clients designed to improve retirement readiness while managing fiduciary risks and plan compliance. Our services include investment policy statement (IPS) development and monitoring, 3(21) and 3(38) advice to select and monitor plan investments, fiduciary education and governance, vendor RFP fee and service benchmarking, conversion project management, plan design, model asset allocation portfolios, and individualized investment advice to participants.

2625 Townsgate Rd Ste 330 in Westlake Village, CA 91361
None specified


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  • Bonds & Fixed Income
  • Commodities
  • Education Savings
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  • Retirement Planning
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