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Veronica Karas, CFP® is a Principal at CAPTRUST and a seasoned financial planner with nearly two decades of experience serving ultra-high-net-worth women and families.
Based in Port Washington, NY, she specializes in multigenerational wealth planning, advanced tax strategy, and navigating the complexities of stock options and executive benefits.
Veronica is currently pursuing her Master of Science in Taxation to deepen her expertise and provide even greater value to her clients. Her approach blends technical precision with a deeply personal understanding of each client’s goals, values and legacy.
MBA in Marketing Management, Pace University Lubin School of Business
CFP, Financial Planning and Services, NYU Stern School of Business
BBA in International Marketing, Psychology & Finance, Baruch College
Tax planning is proactive. It's about knowing the rules ahead of time so you don't just find out you missed an opportunity when it's too late to fix it.
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