One Team. One Vision.
Client Relationship Specialist
Karla brings over twelve years of experience in financial services, having worked with firms such as Morton Wealth and Oppenheimer in Los Angeles, along with nine years of analytical experience at Health Net.
Karla is known for her genuine care and commitment to building trusted relationships. She approaches each client interaction with intention—seeking to support and simplify your financial journey with personalized attention.
Karla studied business at the University of La Verne and has completed coursework toward the Personal Financial Planning (CFP®) designation through UCLA Extension. Outside of work, Karla enjoys spending time with her daughter and taking long walks with Ali, the family’s rescue dog.
[email protected]
(310) 772-2201
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