top of page
CARLA-GARCIA-MY-PLAN-KEEPER-1_003-5743271.png

I Can Help

Welcome to my world, where financial planning transcends numbers and charts.

Hello, I'm Carla, a retirement expert, mentor, and esteemed author of 'Avoid the Panic,' your guide to retirement resilience. With a passion for resilience and over 20 years of experience in investment banking at prestigious institutions like Merrill Lynch and Citi Personal Wealth Management, I bring a powerful blend of financial expertise and a deep understanding of the retirement lifestyle.

 

Throughout my career, I have honed my skills in navigating complex financial landscapes and building genuine connections with clients. However, my true passion lies in guiding individuals like you through the transformative journey of retirement lifestyle mentorship. 

 

My philosophy for achieving success for my clients is simple yet powerful: if you believe you deserve an extraordinary next chapter of your life, I can help you get it.

 

You have everything to gain, and I am thrilled to be your guide on this remarkable path.

bottom of page