Veronica Karas, Cfp®, Cdfa®

Veronica Karas, Cfp®, Cdfa® Email and Phone Number

Principal | CAPTRUST | Certified Financial Planner® Professional. @ CAPTRUST
Raleigh, NC
Veronica Karas, Cfp®, Cdfa®'s Location
Port Washington, New York, United States, United States
Veronica Karas, Cfp®, Cdfa®'s Contact Details

Veronica Karas, Cfp®, Cdfa® work email

Veronica Karas, Cfp®, Cdfa® personal email

n/a
About Veronica Karas, Cfp®, Cdfa®

Veronica Karas is a Certified Financial Planner™ Professional and Principal for CAPTRUST, a leading independent investment research and fee-based advisory firm. With over a decade of experience, Veronica is known for her holistic approach to financial planning, which includes investment management, retirement planning, estate planning, tax planning, and risk management.Veronica's financial planning services are personalized to each client's unique goals, risk tolerance, and financial situation. She is dedicated to helping her clients achieve their financial goals and create a lasting legacy. Veronica is the author of the ‘Money Matters’ series of books and a regular speaker on financial planning topics. She has been featured in Forbes, CNBC, Bloomberg, and recognized as one of the top financial planners in the United States.In addition to her financial planning designation she has also obtained the following additional specialized certifications:1) Certified Divorce Financial Analyst (CDFA)2) Elder Planning Specialist3) Certified Financial Counselor 4) Master of Business Administration (MBA)5) Level 1 Chartered Financial Analyst (CFA)6) Certified Charitable Giving Specialist7) Registered Social Security Analyst (RSSA)In progress: Master’s of Science in Taxation (MTAX)Veronica lives in Port Washington with her husband, sons, and three rescue pets. In addition to her work as a financial advisor, she is the CAPTRUST Community Foundation Co-President and committed to giving back to the community.200 hour RYT.IIN Certified Health Coach.Certified Transformational Life Coach.

Veronica Karas, Cfp®, Cdfa®'s Current Company Details
CAPTRUST

Captrust

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Principal | CAPTRUST | Certified Financial Planner® Professional.
Raleigh, NC
Website:
captrustadvisors.com
Company phone:
(919) 870-6822
Company email:
info@captrustadvisors.com
Veronica Karas, Cfp®, Cdfa® Work Experience Details
  • Captrust
    Principal | Financial Advisor & Fa Team Manager
    Captrust Dec 2023 - Present
    Raleigh, Nc, Us
    View
  • Captrust
    Senior Financial Advisor & Fa Team Manager
    Captrust Jun 2022 - Dec 2023
    Raleigh, Nc, Us
    View
  • Captrust
    Senior Financial Advisor
    Captrust Apr 2020 - Dec 2023
    Raleigh, Nc, Us
    View
  • Captrust
    Vice President | Financial Advisor
    Captrust Oct 2018 - Apr 2020
    Raleigh, Nc, Us
    FCE Group has merged with CAPTRUST.
    View
  • Fce Group, Inc
    Senior Financial Planner
    Fce Group, Inc Apr 2016 - Oct 2018
    Veronica joined FCE Group in April 2016 and works on the Advisory team handling all aspects of financial planning for the firm’s clients. Prior to joining FCE, Veronica worked for Merrill Lynch in the Global Wealth Management division where she was the financial planner for a team of advisors. Prior to that she worked for Circle Advisors Inc., a Registered Investment Advisor, where she was the Director of Marketing & Business Development and a Financial Advisor. Veronica 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 is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). She received her Masters of Business Administration (MBA) degree from Pace University, holds a BBA from Bernard M. Baruch College, and completed her CFP® certification at New York University. She also maintains her Life, Accident and Health Insurance license.
  • Merrill Lynch
    Financial Planner/ Client Associate
    Merrill Lynch Sep 2015 - Apr 2016
    New York, Ny, Us
    Worked with a team of Advisors to help them reach their Financial Plan goals are per new company standards.
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  • Circle Advisers, Inc.
    Financial Planner
    Circle Advisers, Inc. Dec 2011 - Sep 2015
    New York, Ny, Us
    · Develop strategic marketing plan based on identified niche client sectors.· Implement, track and refine marketing strategies.· Design and develop all marketing collateral materials including brochures, newsletters, and e-marketing materials.· Coordinate and conduct weekly marketing meetings.· Design, implementation and constant review of Company website.· Project Manager for company-wide conversion to Salesforce CRM.· Project Manager for company-wide conversion to Advent’s Black Diamond Portfolio Management platform. · Resident retirement income expert.· Education planning, life insurance planning, and retirement planning expert.
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  • Circle Advisers, Inc.
    Director Of Marketing & Business Development
    Circle Advisers, Inc. Jul 2011 - Sep 2015
    New York, Ny, Us
    Develop strategic marketing plan based on identified niche client sectors.· Implement, track and refine marketing strategies.· Design and develop all marketing collateral materials including brochures, newsletters, and e-marketing materials.· Coordinate and conduct weekly marketing meetings.· Design, implementation and constant review of Company website.· Project Manager for company-wide conversion to Salesforce CRM.· Project Manager for company-wide conversion to Advent’s Black Diamond Portfolio Management platform. · Resident retirement income expert.· Education planning, life insurance planning, and retirement planning expert.
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  • Geller & Company
    Marketing Associate
    Geller & Company Jan 2011 - May 2011
    New York, Ny, Us
    · Implemented all marketing, advertising, and promotional activities· Conducted market research to determine market requirements for existing and future clients.· Coordinated production of a wide range of marketing communications.· Maintained open lines of communication with all organizations and provided prompt answers to requests in order to determine how to convey concise, clear, and timely selective information.· Developed concepts for and designed all Company collateral materials including direct mail ads, postcards, newsletters, flyers, invitations, website, and etc.· Ensured brand consistency between all sectors of the Company.
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  • Penn Mutual Life Insurance Company
    Marketing Intern
    Penn Mutual Life Insurance Company Sep 2010 - Dec 2010
    Horsham, Pa, Us
    · Assisted in the development of a structured 12-month marketing plan.· Aided in the design and development of marketing strategies and materials.· Involved and provided input into weekly marketing meetings.· Assisted with online marketing work through company and advisor websites.· Created, updated, and distributed weekly Fall Company Newsletter.· Assisted in informing company managers and agents in Vision 2020 programs to bring national initiatives to the local level.
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Veronica Karas, Cfp®, Cdfa® Skills

Adobe Creative Suite Search Engine Optimization Marketing Management Event Planning Customer Relations Website Development Graphic Design Google Webmaster Tools Google Supplier Management Referrals Client Retention Client Service Client Relationship Building Microsoft Office Microsoft Operating Systems Mac Os X Iphone Social Networking Financial Services Seo Customer Service Crm Marketing Os X Recruiting Web Analytics Email Marketing Digital Marketing Social Media Marketing Customer Retention Google Analytics Digital Strategy Market Research Corporate Moves Corporate Relocation Infrastructure Management Public Relations Leadership Training Management Time Management Online Marketing Direct Marketing Online Advertising Salesforce.com Sponsorship Strategy Marketing Research Facebook

Veronica Karas, Cfp®, Cdfa® Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Financial Planning And Services
  • Pace University - Lubin School Of Business
    Pace University - Lubin School Of Business
    General
  • Baruch College
    Baruch College
    Finance
  • Pace University - Lubin School Of Business
    Pace University - Lubin School Of Business
    Taxation

Frequently Asked Questions about Veronica Karas, Cfp®, Cdfa®

What company does Veronica Karas, Cfp®, Cdfa® work for?

Veronica Karas, Cfp®, Cdfa® works for Captrust

What is Veronica Karas, Cfp®, Cdfa®'s role at the current company?

Veronica Karas, Cfp®, Cdfa®'s current role is Principal | CAPTRUST | Certified Financial Planner® Professional..

What is Veronica Karas, Cfp®, Cdfa®'s email address?

Veronica Karas, Cfp®, Cdfa®'s email address is ve****@****ust.com

What schools did Veronica Karas, Cfp®, Cdfa® attend?

Veronica Karas, Cfp®, Cdfa® attended Nyu Stern School Of Business, Pace University - Lubin School Of Business, Baruch College, Pace University - Lubin School Of Business.

What skills is Veronica Karas, Cfp®, Cdfa® known for?

Veronica Karas, Cfp®, Cdfa® has skills like Adobe Creative Suite, Search Engine Optimization, Marketing Management, Event Planning, Customer Relations, Website Development, Graphic Design, Google Webmaster Tools, Google, Supplier Management, Referrals, Client Retention.

Who are Veronica Karas, Cfp®, Cdfa®'s colleagues?

Veronica Karas, Cfp®, Cdfa®'s colleagues are Nick Blasi, Anne A. Flink, Cfp®, Aif®, Jeff B., Traynor Reitmeier, Alexa Mccarthy, Rob Thomas, Cima®, Caia®, Anna Bauerle.

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