Karla White
Karla White specializes in helping recently widowed persons, or those facing terminal illness, navigate through the multiple financial issues that a family in that positions faces. As a widow herself, she fully understands the importance of having someone walk through all the imminent changes and creates a roadmap for both the immediate and long-term income needs and asset protection.
Having been mentored by her late husband Alan White (founding partner of Waterstone Financial), Karla has been learning the business over a period of years. Insurance licensed in life, health and annuities, she uses her knowledge of the insurance products to help protect assets and create retirement income plans.
Karla White| Financial Planning
12597 New Brittany Blvd., Fort Myers, FL.
(239) 288-0977
Today 8:30 am - 5:00 pm