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
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
NAPFA Start Date
October 13, 2008