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Meet Our Founder

Carolanne Chavanne, CFP®

FOUNDER


Carolanne has been in the financial services industry for 30 years, and earned the CERTIFIED FINANCIAL PLANNER™ designation in 1999.  For nearly three decades she’s been developing client-based solutions centered around the best interest of every individual and family she works with. Carolanne has worked closely with hard working professionals to develop an in-depth knowledge of the ins and outs of employee benefits including 401k, retirement and other important healthcare options.

Carolanne's entry into the financial services industry began with a B.S. in financial services from San Diego State University. Before beginning Prosperity Wealth Planning, she worked as a financial planner and investment advisor representative at LPL Financial as well as a senior financial planner at Comerica Bank. For most of the past decade, she worked with associates at Toyota Motor North America's Headquarters in Torrance, California, creating successful financial and investment strategies to help them achieve their future goals.  Additionally, she is a member and served on the board of directors of the Financial Planning Association of Orange County.

Today, Carolanne is excited to offer holistic financial planning services to the communities of Southern California, North Texas and beyond through in-person and virtual meetings.

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