Carla Marsh, Financial Professional

Carla Marsh, Financial Professional I help people accomplish their financial dreams and navigate through the financial detours. I tailor plans to meet your goals.

This includes retirement planning and insurance protection strategies. NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are f

or general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

Important Information & Disclosures: http://bit.ly/2f98X9d

Why Equitable Advisors? Experience the earning potential that comes with working as a wealth management associate. ...
11/13/2024

Why Equitable Advisors? Experience the earning potential that comes with working as a wealth management associate.

See how Equitable Advisors wealth management firm gives financial advisors the supported independence to scale your business and serve your clients.

Retirement can feel far away when you're busy building your career, but planning early makes a big difference! Check out...
10/16/2024

Retirement can feel far away when you're busy building your career, but planning early makes a big difference! Check out this article to learn why the sooner you start planning your future, the more benefits you'll find. From compound interest to tax breaks-- your future self will thank you. I'm here to help you get started; let’s connect today to schedule a call.

Learn why early career retirement planning matters, tips on compound interest and tax-advantaged accounts, and keys to budgeting, saving, and investing.

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26) 10/15 Did you know that 63% of U.S. households ov...
10/15/2024

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26)
10/15 Did you know that 63% of U.S. households over 65 carry some form of debt? From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financial professional can help you balance saving and paying down debts to support your retirement goals, then reach out to start planning today for a debt-free future!

Many Americans over 65 carry some form of debt. From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financ...

It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-be...
10/10/2024

It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-being with retirement savings and planning. Let’s talk about how to navigate your financial journey. Contact me today!

Why Equitable Advisors? Discover a fulfilling career where you can determine your own work-life balance.
10/09/2024

Why Equitable Advisors? Discover a fulfilling career where you can determine your own work-life balance.

Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

Life insurance is more than just protection; it's a crucial part of a strong financial plan. It can help you secure your...
09/19/2024

Life insurance is more than just protection; it's a crucial part of a strong financial plan. It can help you secure your loved ones' future, provide peace of mind, and build wealth over time. Empower yourself with the right financial strategies—let’s talk about how life insurance can fit into your plan. Contact me to get started!

Why Equitable Advisors? “I get to make an impact on the lives of the people that help everybody else.” — Allei Holway. ...
09/18/2024

Why Equitable Advisors? “I get to make an impact on the lives of the people that help everybody else.” — Allei Holway. Hear why Allei made the choice to join the Retirement Benefits Group at Equitable Advisors.

The Retirement Benefits Group at Equitable Advisors is all about making a difference. And so is Allei Holway. “This career goes way beyond the numbers – it’s...

If you feel stuck because your paycheck doesn't seem to stretch far enough, you're not alone. Planning for the future ca...
09/18/2024

If you feel stuck because your paycheck doesn't seem to stretch far enough, you're not alone. Planning for the future can feel tricky when you're trying to meet your needs right now. Watch this video to learn some key tips to help you start the process of securing your future and reduce stress. For personalized guidance, reach out today to schedule a meeting.

Planning for the future can feel tricky when you’re trying to meet your needs right now. Learn some key tips to help you start the process of securing your f...

09/17/2024

Carrying debt into retirement is a reality for an increasing number of Americans, but that doesn't mean it has to stall your long-term plans. Read our overview on debt to learn strategies to help you reduce yours while also prioritizing saving for the future. For personalized guidance, contact me to schedule a meeting so we can discuss your situation and take steps toward stability now and through each stage of life.

A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

Hispanic Heritage Month is an opportunity to celebrate the contributions, culture and experiences of people from Spain,...
09/16/2024

Hispanic Heritage Month is an opportunity to celebrate the contributions, culture and experiences of people from Spain, Mexico, the Caribbean, and Central and South
America who make up 19% of the U.S. population.*

On this tragic day in U.S. history, we remember the lives lost as well as honor the strength and courage of our fellow ...
09/11/2024

On this tragic day in U.S. history, we remember the lives lost as well as honor the strength and courage of our fellow citizens.

Happy Grandparents’ Day! We wish you a wonderful day spent with loved ones and getting extra hugs.
09/08/2024

Happy Grandparents’ Day! We wish you a wonderful day spent with loved ones and getting extra hugs.

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Houston, TX
77027

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+17134026446

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Carla’s Story

My education and experience positions me to share knowledge about the financial service industry educating my family, friends and those in my community. Having been a teacher for a number of years my passion also lies with helping educators understand the importance of contributing towards their retirement early in their career. If you know someone who would benefit from my services, I’m happy to tailor an individual plan to help meet their goals.

Important Information & Disclosures: http://bit.ly/2f98X9d

AGE#151390 EXP (03/2024)