I have known Karla for a number of years and have seen her flourish into a fine and professional financial adviser who places the clients’ interests at the forefront of her advice process. Not only is Karla able to provide good and sound financial planning advice, but also having worked for a major industry provider for several years too, she understands the processes involved in completing the work needed to be done.
I have known Karla professionally for some years. In that time, she has successfully managed my portfolios – personal and corporate – demonstrating a high level of skill and diligence. Karla has the ability to explain complex concepts and principles in a straightforward manner thus avoiding any confusion or misunderstanding. In my opinion, Karla is a true professional and I have no hesitation in recommending her.