Meet Our Speaker
Karla Ukman
Karla Ukman Is not your father’s advisor™. As a Wealth Planner for over a decade, she has dedicated herself to empowering women and marginalized communities to achieve their financial goals. Her mission is to provide education and resources to navigate their financial journeys successfully.
She is passionate about the transformative power of financial education. She firmly believes that by providing individuals with the knowledge and tools they deserve, we can change generations to come. By instilling financial literacy and empowerment, Karla seeks to create a ripple effect that extends beyond individual success and positively impacts communities and future generations.
“I Am Not Your Father’s Advisor.”™
Build Wealth That Works for You
Aligning Your Personal Financial Strategies with Your Business Growth
Discover how to confidently balance personal and business wealth, manage financial risks, and plan for long-term security, all while continuing to grow and scale your business.
In this session, you’ll gain clarity around your numbers and leave with a personalized roadmap that integrates your business goals with your personal financial vision, so both can thrive in alignment.
Financial Educator and Advocate
Karla equips individuals with the resources and education necessary to navigate their financial journeys successfully. Her dedication to education and empowerment is evident where she concentrates on the education behind the “why” when working with clients. Guiding them to understand the principles and motivations underlying their money goals . She believes in empowering her clients to build wealth their way by tailoring strategies that align with their unique values and goals.
- Financial Planning
- Wealth Management
- Insurance Services
- Speaking Engagements
Where CEOs, Buiness-Owners & C-suite Executives Unwind and Strategize ♦
Retreat, Recharge, and Rise in Power
Our retreats are intimate by design to ensure every participant gets the attention and support they need. With spaces filling fast, now is the time to secure your spot. Give yourself permission to Enter with clarity, refreshed and motivated to take on the new quarter.
Testimonials
Frequently Asked Questions
What are the date and time for the retreat?
The date and time TBD
What’s included in the registration fee?
Everything you need for a luxurious, transformative experience is covered. We’ve curated every detail so you can fully focus on rest, connection, and growth. Your registration includes:
Luxury accommodations at Villa La Belle Etoile, a private beachfront villa in South Sardinia
All retreat sessions and workshops, led by your hosts, experts in finance, legal strategy, and wealth planning
Curated wellness experiences including morning movement, guided reflection, and intentional rest time
1:1 strategy sessions with each host for personalized insight and guidance
Access to villa amenities including pool, private beach access, and outdoor lounge areas
A private group of like-minded women leaders for deep connection and conversation
Ongoing community access post-retreat, so the support doesn’t end when the trip does
Who is this retreat for?
Are you a corporate executive or CEO feeling overwhelmed by financial and legal challenges, or isolated in your leadership?
This retreat is for women ready to step fully into their power, seeking clarity, peace, and expert guidance to grow their business with confidence.
Escape the frenzy and enter the last quarter refreshed, focused, and equipped with a personalized wealth and legal strategy in a supportive, judgment-free space.
Where is the retreat being held?
The retreat takes place at Villa La Belle Etoile, a breathtaking beachfront oasis in South Sardinia designed to nourish your mind, body, and vision.
