Carla Stirling

Meet Carla

Carla Stirling is the Operations Manager and an LPL Registered Administrative Assistant at Parsons Wealth Management, where she ensures a seamless client experience. Since joining the firm in 2017, Carla has brought an eye for detail, and a genuine passion for helping clients feel supported and confident in their financial journey.

Originally from San Diego, Carla earned her B.S. in Finance from CSUSM in 2013. Her early career included working at Pratt & Whitney in their Finance/Accounting Department & at UBS as a Registered Client Service Associate. These experiences shaped her client-first mindset and operational expertise.

At Parsons, Carla leads client onboarding, account maintenance, and daily service requests. She prepares account reviews and helps implement portfolio strategies under the direction of the advisor. Carla currently holds her Series 7 & Series 66 registrations through LPL Financial.

Outside of the office, Carla is an avid athlete and outdoor enthusiast. She competes in triathlons, enjoys backpacking & hiking in the Santa Cruz Mountains, rides horses & practices yoga.