Ciara has been with WealthPlan Advisors since 2011. She works with individuals and families, helping them identify and prioritize their financial goals, then providing them with the appropriate investment strategies to meet those goals. Ciara’s approach integrates retirement planning, tax planning, estate planning, and risk management considerations to fit her client’s needs. 

 

As a member of our investment committee, she specializes in investment analysis and portfolio construction. She is also instrumental in creating and implementing educational programs for our clients and their participants. 

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Ciara is a CERTIFIED FINANCIAL PLANNER™ (CFP) professional. She is also a Certified Investment Management Analyst® (CIMA) consultant. Ciara holds a Master of Business Administration and a Bachelor of Science in Finance from Arizona State University. Ciara is a registered investment advisor representative. 

 

Outside of work, Ciara enjoys spending time with her husband and three children. In between soccer tournaments and dance recitals, they enjoy traveling and boating.