Karla J. McAvoy

Personal Finance, Retirement, Investing
“With almost a decade of experience, Karla J. McAvoy is committed to creating personalized, customized, and comprehensive financial planning and investment management services to give her clients lasting peace of mind over their financial life.”

HC Financial Advisors

Job Title:

Senior Financial Advisor and Principal


As a Senior Financial Advisor and Principal, Karla focuses on providing financial planning services and retirement forecasts. Karla received her B.A. in Economics from the University of California at Davis and graduated with honors. She also received an MBA degree from Santa Clara University in 2001. She worked in the technology industry for about fifteen years, most recently for PeopleSoft, prior to becoming a financial planner.

Karla works with families, young professionals, widows, and couples nearing and in retirement. Karla is also in charge of technology for the firm and is the Chief Compliance Offer.

Karla is an active member of both NAPFA (National Association of Personal Financial Advisors) and the FPA (Financial Planning Association) and is the 2014 Chair of the annual FPA Norcal Conference. She is also active in her community, volunteering time at her children’s schools, on the neighborhood Homeowner’s Association, and as a coach and volunteer for a variety of local sports leagues.


BA, Economics, University of California at Davis
MBA, Santa Clara University

CRD Number:


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