Karla McAvoy

Karla McAvoy

CFP®, MBA
Senior Financial Advisor and Principal

When I headed off to UC Davis, many years ago, I thought I wanted to be a doctor. It wasn’t long before I discovered that a) I hated chemistry classes with 500 other students and b) I was extraordinarily squeamish around blood and injury. Fortunately, I discovered a love for supply and demand curves and majored in Economics. I took a detour after college and worked as a programmer, trainer and manager in the software industry for about 15 years but in 2001, just after I finished an MBA, I decided to find my way back to economics and finance. I also discovered financial planning and decided to pursue my Certified Financial Planning (CFP®) credential and am thrilled to have come full circle in my career. I love working with people to achieve their financial goals and sometimes imagine myself still being that doctor for our clients; instead of helping with their physical well-being, however, I help with their financial well-being.

As the mom to two teenagers, most of my free time seems to revolve around their schools and activities. I was a real tomboy as a kid and love to get involved with their sports teams whenever I can and have even coached occasionally. My son recently started to drive so I am practicing my ability to remain calm during stressful times. I also love to read and travel. One of my favorite trips ever was a hiking, bicycling, rafting adventure in Costa Rica and I look forward to getting back there soon. Though I typically prefer novels, I have read two non-fiction books recently that I can’t stop thinking about. The first is, Driver in Driverless Car, which discusses the possible technology changes we’ll see in the next decade, a topic I find absolutely fascinating. The driverless car concept also seems to be especially compelling as I watch our kids learn to drive. The second book is, When Breath Becomes Air, a beautiful book written by a young doctor who discovered he had lung cancer. Sometimes a person facing death can give us extraordinary insights into living.