Carla Mulford

Operations Manager

Carla Mulford

Operations Manager

Contact

(805) 384-1186

Contact Form

About Carla Mulford

Joining our firm in 1997, Carla brought with her 23 years of experience in the retail banking industry. As a LPL Registered Client Services Associate, Carla’s focus is assisting Jerry Zins with client contact, document preparation, trade order processing, and maintenance of account records to ensure a consistently high-quality experience for each of our clients. Carla holds her FINRA Series 7 registration through LPL Financial and 66 securities registrations through LPL Financial and Summit Wealth Management Group, Inc. Carla also maintains her Life, Health and Annuity Insurance license with the state of California (CA Insurance Lic. # 0C96990).

Carla’s personal interests include spending time with family and friends, taking part in community volunteer activities, and traveling.

Let's Talk!

As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.

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