
aboutus
We’re here to change the way people think about retirement. At My Plan Keeper we believe retirement isn’t an end—it’s a beginning. It’s your chance to rediscover yourself, embrace new opportunities, and live with purpose.
It was a wake-up call to see so many retirees—whether financially prepared or not—left without continuity, purpose, or the support they needed for a fulfilling retirement.
Carla
Carla Garcia is the visionary behind MyPlanKeeper™, driven by a singular mission: to redefine retirement as a phase of fulfillment and purpose. With years of experience at top investment banks, she saw the gaps in traditional planning—where too many retirees faced financial uncertainty or the loss of meaningful support. In 2023, Carla founded MyPlanKeeper to bridge these gaps, combining advanced AI with human-centered insights to help everyone enter retirement with confidence, clarity, and continuity.
Carla Garcia, CRPC ®, CPRC
Founder, CEO

Meet The Team

Grace
AI-Driven Retirement Wellness Coach

Liz Sweigart, PhD
Organizational Psychology Strategic Advisor

William Tyson, CEP
Strategic Advisor, Enhancing AI-Driven Estate and Succession Planning

Thomas Arnold
Ethical AI and Human-Robot Interaction Advisor

Dipu Patel, DMSc, MPAS, ABAIM, PA-C
Digital Health Advisor

Tom Hine, CFP®, CFS®
Advisor Partnerships and Succession Planning Advisor

Jennifer Barreras-Rawls
Chief of Staff Advisor

Vladimir Baranov
Technology and Go-To-Market Advisor

Felicita J Sandoval, MSc., CFE
Chief Information Security and AI Advisor

Dunja Heinrich, MBA
Head of Growth and Expansion Advisor

Wylie Troy
Conversational AI Engineer & Front-End Developer