Our Story and Why

The concept of My Plan Keeper was born when our founder Carla Garcia recognized that her clients needed financial products that go well beyond traditional banking and investments, and she took an oath to represent her clients’ and become the “go to” financial firm for clients looking for safety financial guards.

A Plan Keeper is a safety net to the many clients who need more than their typical financial plan in life. We deliver unbiased life and income planning solutions and get our clients to embrace the unknown with certainty.

You keeper will help you protect YOUR present, YOUR future and generations to come.

Carla Garcia

Founder, Plan Keeper, Chartered Retirement Planning CounselorSM – CRPC®

Carla Garcia is the founder and owner of My Plan Keeper Company. Carla spent the last two decades working as a Financial Advisor and Relationship Manager to a diverse clientele ranging from business owners, professional athletes, healthcare professionals, government employees and hardworking individuals.

For most of her career she worked for Merrill Lynch and Citi Personal Wealth Management in the Miami and Fort Lauderdale markets allowing her to gain extensive experience with Domestic and International clients. For Carla no matter where the client came from or how much money they have accumulated, they are each unique and her philosophy always has revolved around building relationships and acting as a fiduciary. It’s a beacon that directs every customer interaction.

Carla has had clients refer to her as a KEEPER, their keeper.

As an Independent Licensed Financial Keeper, Carla can provide clients with choice (one stop shopping), help you make smart decisions, and achieve Financial Wellness. When Carla isn’t working, she dedicates her personal time to her family.

Carla feels fortunate to have three amazing children, Nicholas, twins Max and Mia and Tiny her 2-year-old Shih-Poo. Carla has an interest in coffee, wine and is a foodie at heart.

She has admiration for her kids sports as they are involved in Tennis, Soccer and Dance.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.