Prosperity Wealth Planning Team

Carolanne has been in the financial services industry for over 35 years and earned her CERTIFIED FINANCIAL PLANNER® designation in 1999. During this time, she's been developing client-based solutions centered around the best interests of every individual and family she serves. This experience has also helped Carolanne to develop an in-depth knowledge 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 founding Prosperity Wealth Planning, she held several positions, including a financial planner and investment advisor representative at LPL Financial and a Senior Financial planner at Comerica Bank. For the past fifteen years, she has worked with associates and retirees from Toyota Motor North America, creating financial and investment strategies to help them achieve their future goals. In addition to being a member of the Financial Planning Association of Orange County, Carolanne served as a volunteer on the Board of Directors. Today, thanks to the wonders of modern technology, Carolanne is able to offer holistic financial planning services to the communities of Southern California, North Texas, and beyond through in-person and virtual meetings.

In her spare time, Carolanne enjoys spending time with her family and friends. She also enjoys travel, the great outdoors, and a good game of pickleball!

Jordan Bromley has been involved with the world of finance and financial planning since 2016. His experience has spanned a wide spectrum of concentrations: financial modeling and forecasting, equity compensation strategies, tax optimization strategies, estate and legacy planning, risk management, and comprehensive financial planning. He earned his Certified Financial Planner designation in May 2023 and holds Series 7 and Series 63 licenses. He is a graduate of Brigham Young University, where he earned a Bachelor of Science in Economics. He also holds a Master’s Degree in Financial Planning and Analytics from Utah Valley University.

In his spare time, Jordan is a dedicated CrossFit enthusiast. He enjoys Broadway musicals and occasionally plays/performs as the opportunities arise. He also spends a lot of time being a Goldendoodle “dad” to his buddy, Winnie.

Jenny joins the team with over 10 years of combined marketing and client service experience in the financial planning industry. She also brings a bit of an entrepreneurial flavor to the group, having helped several startup businesses create and implement marketing campaigns and strategies designed to engage with specifically targeted audiences. The outcome of this experience has developed a strong understanding of the importance of communication and teamwork and a drive to develop comprehensive, supportive professional relationships.

Jenny began her career in Asia working with various automotive brands, including Peugeot and Kia, where she was responsible for their marketing events, including international auto shows, business development strategies, and client relations programs. After several years there, she relocated back to her native Southern California to focus on a career in the financial services industry.

A self-described "foodie," Jenny relishes experiencing new cuisines, traveling, and spending time with her family in her free time.

Ava graduated from California State University, Fullerton in May 2024, earning a Bachelor of Arts in Business Administration with an emphasis in Finance and a certificate in personal financial planning. She is currently preparing to take the CERTIFIED FINANCIAL PLANNER® (CFP) exam in 2025, continuing her pursuit of excellence in financial planning.

Born and raised in Irvine, California, Ava now resides in Newport Beach. Between work and studying, in the little bit of free time she has, she enjoys spending time with her family, friends, and best buddy Maui, her cat. Like everyone else on the Prosperity Wealth Planning team, Ava loves traveling. She is enthusiastic about working out, hiking, and exploring new trails.

Harry brings over 30 years of marketing and business operations experience to Prosperity Wealth Planning. Harry joined the team after previously working for VCA Animal Hospitals, where he was responsible for creating new client engagement programs while also managing highly profitable white-label pharmaceutical programs.

Before joining VCA Animal Hospitals, Harry spent several years with Toyota Motor North America. During his time at TMNA, Harry led a wide range of projects that included product marketing, eCommerce, digital marketing, and business development programs.

Harry is a graduate of the University of Maryland, College Park, and currently lives in Manhattan Beach, CA. He enjoys getting to the beach, playing tennis (and pickleball), spending time with family, and exploring cool spots throughout Southern California.

Steve comes to Prosperity Wealth Planning after retiring from a marketing career at Toyota Motor North America, where he contributed to and ultimately led the marketing and advertising effort for Genuine Toyota Accessories for over 25 years.

Before joining Toyota, Steve honed his marketing communication talents in various assignments and industries, including advertising, wholesale seafood, consumer electronics, and events/consumer goods marketing on college campuses.

Steve holds a BA in Advertising/Communications from the University of Washington and an MBA in Marketing from California State University, Fullerton. He enjoys spending his leisure time working on his golf game, traveling, and being with family.