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About Carla Garcia

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Thanks for Visiting!

The first thing you should know about me is that I Iove my work. It affords me the opportunity to make a meaningful difference in people's lives, and in a most important area: retirement security. I'm an adviser who prioritizes managing risks over virtually everything else. The reason is, unless risks are managed, an individual's financial future can be thrown into chaos. 

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My Story

I was born in Milwaukee WI, the eldest of five children. From an early age, I learned the value of hard work. I got my first job at age 14, a paper route. I did that for three years. During high school I also held other jobs including working in a supermarket, cutting grass, and even doing a stint at McDonalds. Throughout high school I was also very involved with sports, playing on the varsity basketball and baseball teams. In my senior year I hit 27 home runs.

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I was admitted to the University of Wisconsin where I studied finance. I earned excellent grades and was awarded the Dean's List recognition every semester during my four years there. It was at college that I got interested in financial planning and insurance. I took a course on managing risk, and the things I learned in that course have never left me. After college I decided to enter the life insurance business, which was the best professional decision I've ever made.

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Contact Carla

Matt Wilson Safe Money Planning, LLC.

(123) 456-7890

(C)Copyright 2023 Wealth2k, Inc.. All rights reserved. Wealth Ladders is a registered Trademark of Wealth2k, Inc.

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