ABOUT MyPlanKeeper

We're on a mission to redefine retirement through holistic well-being and 24/7 Support.

Everyone deserves a future they can look forward to with confidence and clarity. 

DRIVEN BY THE NEED TO EMPOWER & PROTECT
Meet Our CEO

After years in the financial industry, I witnessed how quickly life’s uncertainties could derail even the best-laid retirement plans, leaving people feeling vulnerable and unprotected. This fueled my passion to create MyPlanKeeper—a platform that offers continuous, 24/7 support, ensuring that retirement planning is not just accessible but also deeply empathetic. My goal is to empower individuals to secure their futures with confidence, knowing they have a reliable partner by their side every step of the way.

Carla Garcia, CRPC ®, CPRC

Founder & CEO

Carla Garcia, CEO of MyPlanKeeper.ai

Meet the Team Behind MyPlanKeeper

Our Collective Mission At MyPlanKeeper, we’re united by a shared mission: to transform retirement planning into an accessible, empowering, and secure experience for everyone. We believe that everyone deserves a future they can look forward to with confidence and clarity. Together, we are committed to building a platform that not only simplifies the complexities of retirement planning but also provides continuous support for well-being, purpose, and financial security.

RetirementAIEcosystem

Grace

AI-Driven Retirement Planning Assistant
Thomas arnold

Thomas Arnold

Ethical AI and Human-Robot Interaction Advisor
LIZ SWEIGART, PhD

Liz Sweigart, PhD

Strategic Advisor in Organizational Psychology
William Tyson, CEP

William Tyson, CEP®

Strategic Advisor, Enhancing AI-Driven Estate and Succession Planning
Tom Hine, CFP®, CFS®

Tom Hine, CFP®, CFS®

Strategic Advisor on Investment Partnerships and Succession Planning
Dunja Heinrich, mba

Dunja Heinrich, MBA

Head of Growth and Expansion Advisor
FELICITA J SANDOVAL, MSc., DFE

Felicita J Sandoval, MSc., CFE

Chief Information Security and AI advisor
Jennifer Barreras-Rawls, PMP

Jennifer Barreras-Rawls

Chief of Staff Advisor