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: