Karla Dasilva

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Karla Dasilva is a financial consultant based in New York, New York, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Utilizing an in-depth discovery process, Karla focuses on understanding each client's specific situation, time horizon, and risk tolerance. Her practice primarily serves high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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