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About the Author

The Money Matters Book
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Author Info

Veronica Karas is a CERTIFIED FINANCIAL PLANNER Professional with over 10 years of experience in the financial services industry.

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 her current firm, 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’s unique approach focuses on the belief that all clients deserve truly conflict-free advice.

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

EDUCATION

  • Bachelor of Business Administration in international marketing with a concentration in sociology from CUNY Bernard M. Baruch College
  • Master of Business Administration in marketing management with a concentration in finance from Pace University Lubin School of Business

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™ 
  • Master of Business Administration 
  • Life, Accident & Health Insurance license

MEMBERSHIPS

  • Director of Fundraising Program, Rescue City NYC
  • Financial Planning Association
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