Carla Garcia
Founder, CEO @My Plan Keeper
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WORK HISTORY
Founder, CEO @My Plan Keeper
Miami-Fort Lauderdale, FL, US
At My Plan Keeper, we\'ve developed an AI that understands the impact of employer or advisor changes on your retirement planning. By building an empathetic AI, we acknowledge how essential emotions are in financial decisions. Our goal is simple: to ensure you\'re understood and supported without the need to start over with each transition. We\'re here, present with you, offering a sense of security and understanding, because we know that feeling seen and supported matters.For us, it\'s not just about tomorrow; it\'s about today and every day after.Visit us at for more.
ABOUT CARLA GARCIA
Your employer, union, or benefits program works with people months or years from…
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