Karla  McAvoy

Karla McAvoy

| CFP®, MBA

HC Financial Advisors, Inc.

Fee Only Financial Planner Located in Lafayette, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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3685 Mt. Diablo Blvd.
Suite 200
Lafayette, CA 94549

Karla McAvoy is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Karla McAvoy is a NAPFA-Registered Financial Advisor in Lafayette, CA.   Karla holds a B.A. in Economics, with honors, from UC Davis, and an MBA from Santa Clara University.  She worked in the technology industry for about fifteen years, most recently for PeopleSoft, prior to becoming a financial planner.   She is a Principal and Financial Planner at HC Financial Advisors.  Karla works with families, young professionals, widows, and couples nearing and in retirement.

Karla is an active member of both NAPFA (National Association of Personal Financial Advisors) and the FPA (Financial Planning Association) and has volunteered extensively for both organizations.   She is also active in her community, volunteering time at her children’s school, on the neighborhood Homeowner’s Association, and as a coach and volunteer for a variety of local sports leagues.

Overview of HC Financial Advisors:

HC Financial Advisors, Inc. provides ongoing investment management and financial planning services on an annual fee basis to approximately 220 clients and manages over $260M in assets.  We are proud to have a staff of experienced and highly educated professionals who are dedicated to providing personal service and individual solutions for our clients.  Our goal is to help clients create and maintain a successful and secure financial life.
Our process involves first getting to know you, your goals and objectives, your values in life, and your desires regarding money and its place in your life.  We develop a financial plan that covers the various aspects of your financial life – investments, taxes, cash flow, insurance, retirement planning, educational planning, estate planning.  A detailed investment plan is prepared that takes into account your levels of risk and needed return.  We work closely with you to implement the overall plan as well as manage the investment accounts.  Regular meetings and review ensure that you are on track for achieving a successful financial plan.  

Education, Certifications, Activities:

•    Bachelor of Arts with Honors, Economics, University of California, Davis
•    Master of Business Administration, Santa Clara University
•    CERTIFIED FINANCIAL PLANNER™ certificant
•    NAPFA West Board Member,  2012- 2014
•    FPA NorCal Conference Committee, 2007-2015
•    FPA NorCal Conference, 2014 Chairperson