Karen Sotallaro, CFP®, CRPS®, is a Managing Director, Wealth Advisor with Cresset. She has over 25 years of experience in the financial services industry, working with high-net-worth individuals and institutional clients. Karen has been named to the Forbes 2026 Top Women Wealth Advisors and Forbes 2026 Best-In-State Wealth Advisors lists1.
Karen is a graduate of Texas A&M University, where she earned a B.S. and M.S. in Agricultural Economics. She is a CERTIFIED FINANCIAL PLANNER® professional (CFP®) and a Chartered Retirement Plans Specialist (CRPS®), and she is a member of the Financial Planning Association of Houston.
Karen is an active member of the Rotary Club of Houston and volunteers with the Houston Livestock Show and Rodeo, as well as other nonprofits in the community. She is dedicated to serving the greater good and “service above self.” An avid sports fan, Karen enjoys traveling, including following her beloved Aggies around the country, and hanging out with her Weimaraner, Bode.
1Karen Sotallaro recognized to Forbes 2026 Top Women Wealth Advisors (on 2/4/26), and Forbes 2026 Best-In-State Wealth Advisors (on 4/7/26) by SHOOK Research, LLC. Rankings developed by SHOOK Research using proprietary algorithm. Cresset paid no application fee to participate.