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Caroline Fugel

Advisor

CFP®

Caroline Fugel, CFP®, serves successful clients by developing, implementing, and monitoring comprehensive financial plans. Caroline enjoys her work at Moneta because of Moneta’s holistic approach to financial advising through tax, estate, and investment planning. She enjoys the complexity of family office clients and collaborating with team members on creative strategies to help them accomplish their financial goals.

Before joining Moneta, Caroline graduated from Creighton University with a Bachelor of Science degree in Economics. During her undergraduate studies, she enjoyed her multiple internships, with her work at TD Ameritrade’s headquarters introducing her to the value a comprehensive financial plan can add to high net worth individuals.

As a St. Louis native, Caroline enjoys exploring the always growing local restaurant scene, traveling to visit friends around the country and fly fishing with the Missouri Women’s Fly-Fishing Alliance.

EDUCATION

  • B.S., Economics, Creighton University

PROFESSIONAL DEVELOPMENT

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

COMMUNITY INVOLVEMENT

  • Special Olympics Missouri Young Professional Board, Co-Chair and Founding Member
  • KidSmart, Event Planning Committee Member
  • City Academy – Friends Board Member

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – March 2025

Monthly Recap – March 2025

April 10, 2025

MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...

Liberation Day

Liberation Day

April 3, 2025

Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...

Ready for Take Off: Private Air Travel

Ready for Take Off: Private Air Travel

April 3, 2025

By Anna McDonald, Director of Family Learning When most people think of private air travel, they often...

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