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