Prosperity Wealth Planning Team

For Carolanne, financial planning is about much more than numbers. It is about building genuine, judgment-free relationships rooted in honesty and transparency. With nearly 40 years of financial services experience, Carolanne guides individuals and families through life's biggest milestones with absolute confidence. 

Carolanne has held her CERTIFIED FINANCIAL PLANNER® designation since 1999, designing personalized strategies always centered on her clients' best interests. She brings deep expertise in corporate benefits, specializing in maximizing 401(k) plans, retirement options, and employer healthcare programs. This specialized knowledge includes nearly 20 years of working closely with associates and retirees of Toyota Motor North America to clear a smooth path toward their retirement dreams. Her dedication extends to the broader industry as well, having served as a Board member and volunteer for the Financial Planning Association of Orange County. 

Carolanne’s approach to financial planning is deeply shaped by her personal life. Spending a decade as a caregiver for her mother taught her the profound value of empathy, patience, and selfless service. She brings that exact same compassionate, supportive care to her clients every single day to ensure they achieve true financial peace of mind. 

When she is not helping clients navigate their futures, you can usually find Carolanne enjoying the great outdoors, traveling, or spending time with family and friends. She also loves staying active with a friendly round of golf or a competitive game of pickleball. 

Easton’s interest in financial planning grew from seeing how deeply financial decisions can affect a family’s sense of stability, confidence, and direction. His passion for the profession became especially personal through his own family’s experience with divorce, which showed him how valuable clear, objective financial guidance can be during life’s most difficult transitions. That experience continues to shape his desire to help clients make thoughtful decisions, reduce uncertainty, and move forward with greater clarity.

Easton brings an analytical approach to comprehensive financial planning, helping clients connect the many moving pieces of their financial lives into one clear plan. His work spans retirement planning, investment management, tax strategy, estate and legacy planning, and cash flow analysis, with a particular focus on helping clients navigate divorce and other major life transitions. Prior to joining Prosperity Wealth Planning, he spent four years with a registered investment advisory firm in Huntington Beach, advising individuals and families through increasingly complex financial decisions. Easton holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Divorce Financial Analyst® designation and currently serves as President of the Financial Planning Association of Orange County.

Outside of the office, Easton enjoys spending time outdoors with his wife, Amanda, playing sports, and seeing the latest movie with his Cinemark movie pass.

Jordan began his journey in financial planning by earning his bachelor’s degree in Economics, which showed him the positive impact and peace of mind that financial knowledge can bring to people’s lives. He was then introduced to financial planning  through his father, an estate planning attorney from the Bay Area of California who spent decades working alongside financial planners and felt the profession combined Jordan’s interests in analyzing, educating, and simplifying topics to help others better navigate an increasingly complex world.

Jordan has nearly a decade of experience in comprehensive financial planning, with expertise in estate and legacy planning, tax optimization, retirement income planning, and equity compensation strategy. He earned a Master of Financial Planning and Analytics degree and holds the CERTIFIED FINANCIAL PLANNER® designation. As a fiduciary, Jordan is committed to upholding the highest moral and legal standards, always putting clients’ interests first.

Outside of the office, Jordan is a fitness enthusiast who enjoys challenging himself through races such as Hyrox, Spartan, and half-marathons. He has a passion for music and dance, having performed around the world as part of a college performing arts company. The rest of his free time is spent with friends, family, and five year old Goldendoodle - forever puppy and office mascot, Winnie.

Jenny has nearly a decade of experience in the financial planning industry, where she has developed a passion for building relationships and helping clients feel supported throughout their financial journey. Growing up in a family of entrepreneurs and later starting her own business, Jenny developed an appreciation for the importance of trust, communication, and creating meaningful connections. These experiences continue to shape the way she approaches her work with clients and colleagues today.

Before transitioning into financial services, Jenny built her career in marketing, where she developed strategies focused on communication, engagement, and relationship-building. Her background includes working with global automotive brands, including Peugeot, where she managed marketing events, international auto shows, business development initiatives, and client engagement programs. She later brought these skills into the financial planning industry, using her experience to enhance the client experience and support the team in delivering thoughtful, personalized service.

Outside of the office, Jenny enjoys traveling, exploring new cuisines, and spending time with her family. A self-described “foodie,” she is always excited to discover new restaurants, cultures, and experiences.

Ava's passion for financial planning began at a young age after being introduced to the profession by her aunt, a CERTIFIED FINANCIAL PLANNER® professional. Seeing the meaningful impact financial guidance can have, along with the lasting relationships built with clients, ultimately inspired her to follow in her aunt's footsteps. Today, she is passionate about educating others and helping people make confident financial decisions through every stage of life.

Her career in financial planning began while completing her degree at California State University, Fullerton. She graduated in 2024 with a Bachelor of Arts in Business Administration with an emphasis in Finance, along with a Certificate in Personal Financial Planning. She earned her CFP® designation in 2026 and remains committed to ongoing professional development as she continues to expand her expertise. Ava is also an active member of the Financial Planning Association of Orange County, where she serves on the Board of Directors.

In her free time, Ava enjoys staying active, spending time with family and friends, and relaxing with her cat, Maui.

Aleksandra’s interest in financial planning was shaped by her own family’s experiences and the importance of having the right knowledge when making financial decisions. Growing up in a family that moved from Athens, Greece to the United States, she gained a unique perspective on how different cultures and experiences can shape the way people approach money. She saw firsthand how limited access to financial education can make navigating important financial decisions more challenging, and it sparked her passion for helping others feel more confident and informed about their financial futures.

Aleksandra graduated from California State University, Fullerton with a Bachelor of Arts in Business Administration with a concentration in Finance. At Prosperity Wealth Planning, she supports the team in delivering a thoughtful client experience by coordinating planning processes, managing client information, and helping ensure clients feel supported throughout their financial journey.

Outside of the office, Aleksandra enjoys spending time with family and friends and reading. She enjoys staying active through hiking, hot yoga, and swimming. She also loves discovering new shows and movies, and you can almost always count on her to have seen the latest release.