Member Profiles
Charla Kabana
- CFP - Treasurer
As a Certified Financial Planner in the financial services industry
for over 20 years, Charla specializes in helping women achieve
financial independence through individually tailored investment
strategies. By using a total wealth management approach, Charla has
helped her clients and their loved ones by developing strategies
that provide insight on how to plan for many of life's major events.
From the birth of a child or grandchild to retirement and wealth
transfer, Charla has the experience and expertise that her clients
have come to expect.
As a resident and business owner in Huntington Beach, CA, Charla is
active in numerous community organizations. She is the current
Treasurer for Soroptomist International of Huntington Beach, a
member of the Golden West College Gala fundraising commitee and a
member of the Human Rights Campaign. What brings Charla the most joy
and what she considers her most important accomplishment in life is
the raising of her two small children, Lauren age 3 and Taylor age
2.
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