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About MyPlanKeeper™

We’re on a mission to reduce retirement anxiety through balanced, purpose-driven planning.

We’re on a mission to improve the retirement planning journey—from start to post-retirement—through science-backed insights and support.

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

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Meet The Team

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Grace

AI-Driven Retirement Wellness Coach

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Liz Sweigart, PhD

Organizational Psychology Strategic Advisor

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William Tyson, CEP

Strategic Advisor, Enhancing AI-Driven Estate and Succession Planning

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Thomas Arnold

Ethical AI and Human-Robot Interaction Advisor

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Dipu Patel, DMSc, MPAS, ABAIM, PA-C

Digital Health Advisor

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Tom Hine, CFP®, CFS®

Advisor Partnerships and Succession Planning Advisor

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Jennifer Barreras-Rawls

Chief of Staff Advisor

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Vladimir Baranov

Technology and Go-To-Market Advisor

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Felicita J Sandoval, MSc., CFE

Chief Information Security and AI Advisor

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Dunja Heinrich, MBA

Head of Growth and Expansion Advisor

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Wylie Troy

Conversational AI Engineer & Front-End Developer

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