View in portrait for best experience

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.

Fourth Quarter Investment Report

Fourth Quarter Investment Report

January 13, 2025

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...

Monthly Recap – December 2024

Monthly Recap – December 2024

January 6, 2025

Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

January 3, 2025

The third age of retirement: enjoying retirement.  Someday, you may have told yourself, I’ll have that...

Tax strategies for executive compensation packages 

Tax strategies for executive compensation packages 

January 3, 2025

Tax strategies for executive compensation packages  A guide for business leaders navigating a maz...

VIEW ALL ARTICLES

Let’s make every moment count together…