Caroline Fugel, CFP®, supports successful clients by crafting, executing, and maintaining comprehensive financial plans. She thrives at Moneta, drawn to its holistic approach that integrates tax, estate, and investment planning. Caroline especially enjoys the dynamic nature of family office clients and collaborating with her team to develop creative strategies that help clients achieve their financial goals.

Caroline earned a Bachelor of Science in Economics from Creighton University. During her time there, she completed several internships—most notably at TD Ameritrade’s headquarters—where she discovered the impactful role a comprehensive financial plan plays for high-net-worth individuals.

A proud St. Louis native, Caroline loves exploring the city’s ever-evolving food scene, traveling to visit friends across the country, and fly fishing with the Missouri Women’s Fly-Fishing Alliance. She also volunteers with City Academy and serves on its Friends Board.

EDUCATION

• B.S., Economics, Creighton University

PROFESSIONAL DEVELOPMENT

• CERTIFIED FINANCIAL PLANNER® (CFP®)

COMMUNITY INVOLVEMENT

• City Academy – Friends Board Member