Karla was born and raised in San Diego and is bilingual in English and Spanish. She lives with her husband, Ismael, and their dog, Rocky. She has traveled extensively in Europe, Mexico, and Latin America. She spends her extra time hiking, with friends, and giving back to the community in Bible education work.
Karla has ten years of experience in the banking and financial services industry. Prior to joining LPL, she served as a Relationship Licensed Banker at Union Bank, where she worked closely with the financial advisor in prospecting and referring clients. She was also a Registered Client Service Associate at UBS Financial, where she worked with many top financial advisors providing excellent customer service for high net worth clients, and played a central role in the growth of the advisors’ businesses. She understands the daily operational challenges that clients, their families, and their businesses encounter, and is dedicated to managing and guiding a seamless client experience.
Karla holds the California Life Insurance license as well as FINRA series 6, 63, 7 and CA Real Estate license.