Karla McAvoy (CFP®, MBA)

Karla McAvoy focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

HC Financial Advisors is a fee-only, fiduciary RIA firm serving as financial guides for life's journeys. Based in Lafayette, California, we have provided comprehensive financial planning and investment management to individuals, families, and businesses in the San Francisco Bay Area since 1986. Our goal is to offer each client the following: 

  • Full financial planning and investment management 
  • The expertise of experienced professionals 
  • Comprehensive services for all the stages and transitions of life 
  • Research-intensive investment management emphasizing balance and diversification

 

 

 

Additional Information

We set each client's goals and needs as the foundation for the comprehensive financial planning and investment management that we provide. Our planning typically encompasses:

  • Income and expenses
  • Investments
  • Plans for retirement
  • Insurance needs
  • Education funding
  • Business succession
  • Social Security optimization
  • Estate planning

NAPFA Start Date

October 13, 2008

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This Office

3685 Mt Diablo Blvd Ste 200 Lafayette, CA 94549-3736 Phone: (925) 299-1800 Fax: (925) 299-1812