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Veronica Karas, CFP®

Veronica Karas, CFP®

Vice President,
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 is a wealth management advisor who works out of the Lake Success, NY office.

Veronica became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. She serves as a financial advisor and works on the advisory team handling all aspects of financial planning for the firm’s clients. 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.

Prior to joining FCE Group, 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.

When she is not in the office or with a client, Veronica enjoys teaching yoga and vinyasa classes, volunteering at Rescue City, and spending time with her three rescued pets.

Veronica is the author of Money Matters: Everything You Should Have Learned in School, but Didn’t.

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

News & Resources

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