Savvy Ladies Volunteers

Veronica Karas, CFP®, MBA

Volunteer’s Bio

Veronica Karas is a CFP® and MBA with 12 years of experience in the industry. Her expertise is in estate planning, business planning – including complex retirement plans, stock plans, ESOPs, and more, and retirement income planning. Veronica is the author of the best-selling Money Matters series of books!

Areas of Expertise (as specified by volunteer)

Budgeting; Debt Management; Divorce and Money; Family Finances; Health and Money; Investing; Marriage and Money; Retirement; Small Business; Wealth Management; Education Planning; Caregiving; Employment Money Matters; Midlife Finances; Mortgage/Buying a House; Inheritance
Small Business Planning
Retirement Planning

Contact Information

Email: veronica.karas@captrust.com
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