Carla Cargle, MBA
Financial Advisor - Founder and Chief Executive Officer
Professional Overview
Carla Cargle is a seasoned financial advisor and entrepreneur with over 30 years of experience in the financial services industry. As the Founder and Chief Executive Officer of Genesis One Wealth Builders, she is responsible for developing comprehensive wealth management strategies and providing personalized financial guidance to her clients. Carla's expertise spans investment planning, retirement planning, tax optimization, and risk management, with a focus on helping individuals and families achieve their long-term financial goals.
Experience Summary
Current Role
Carla has been the Founder and Chief Executive Officer of Genesis One Wealth Builders since 2002. In this role, she is responsible for overseeing the firm's strategic direction, client relationships, and day-to-day operations. Under her leadership, Genesis One Wealth Builders has become a trusted partner for clients seeking to grow and protect their assets. Carla's unwavering commitment to client success has been a key driver of the firm's growth and reputation within the local community.
Career Progression
Prior to founding Genesis One Wealth Builders, Carla spent 10 years as a financial advisor in the financial services industry, where she honed her skills in investment analysis, financial planning, and client relationship management. Her ability to navigate complex financial landscapes and deliver tailored solutions has earned her a reputation as a respected and influential voice in the industry.
In addition to her work at Genesis One Wealth Builders, Carla is the Founder and Published Author and Inspirational Speaker at The Financial Truth, where she shares her financial expertise and insights through books, workshops, and speaking engagements.
Academic Background
Carla holds a Master of Business Administration (MBA) from Houston Baptist University, where she specialized in finance. She also earned a Bachelor of Science in Finance from Hampton University, further strengthening her technical and analytical capabilities.
Areas of Expertise
- Investment planning and portfolio management
- Retirement planning and income optimization
- Tax-efficient financial strategies
- Risk management and insurance solutions
- Comprehensive wealth management consulting
- Financial education and empowerment
Professional Impact
Throughout her career, Carla has been recognized for her contributions to the financial services industry. She has been featured in numerous industry publications and has been invited to speak at national conferences, sharing her insights and best practices with her peers. Carla's unwavering commitment to client success and her ability to navigate complex financial landscapes have made her a trusted advisor to individuals and families in the Stafford, TX area.
Conclusion
With her extensive experience, strong academic credentials, and proven track record of success, Carla Cargle is a respected financial advisor and entrepreneur who is dedicated to helping her clients achieve their financial goals. As the Founder and Chief Executive Officer of Genesis One Wealth Builders, she continues to drive innovation and deliver exceptional service to her clients, cementing her position as a leader in the financial services industry.
