Carla Petty

Education

University of Texas at Arlington

Certified Retirement Services Professional Certification

Overview

Prior to a merger in the fall of 2015, Carla Petty led the Retirement Services practice for Sanford, Baumeister & Frazier since 2001. Carla joined CliftonLarsonAllen Wealth Advisory as a Wealth Advisor in August of 2016. In addition to assisting clients with plan investment selection, review and monitoring, she also conducts employee education/enrollment meetings, and provides consulting and ongoing administration of qualified ERISA plans for clients. Carla works with the Retirement Plan market community to deliver a unique and individualized product to each client. She has over 25 years of experience in qualified plan administration and has served in various management and client relationship positions with JPMorgan Chase and Bank One. Her experience includes all phases of plan design, implementation, compliance, plan termination and special issues management, Department of Labor and Internal Revenues Service plan audit consultation and representation. 

By providing clear, timely communications on the Retirement Plan market through ongoing discussions with plan trustees and company owners, she carefully develops approaches that suit the specific needs of each individual client and their specific plan.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Society of Pension Professionals and Actuaries