Approachable and conscientious, Karla helps the team maintain a personalized client experience. She strives to anticipate the needs of clients, building connections based on trust. She supports the team in many ways and enjoys learning about clients as well as new systems and skills. Being a part of a client’s financial journey is rewarding for her.
She joined Raymond James in 2021, drawn by the chance to join a strong group of professionals. She is a graduate of California State University, Northridge, where she earned a B.S. in marketing with a minor in business management.
A native of the Valley, Karla spends her free time traveling, learning and exploring nearby beaches.