Prosperity Wealth Planning Team
Carolanne Chavanne, CFP®
Founder
Carolanne has been in the financial services industry for over 30 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 senior financial planner at Comerica Bank. For most of the past decade, she worked with associates at Toyota Motor North America's former headquarters in Torrance, California, 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 mom, family and friends. She also enjoys travel and the great outdoors and hopes to visit her out-of-state clients soon!
Jonah Shafer, CFP®
Associate Financial Planner
Jonah has compiled an impressive list of accomplishments in his short financial planning career. He earned his Accredited Portfolio Management Advisor™ designation in 2020 and his CERTIFIED FINANCIAL PLANNER® designation in 2022, all while developing solutions for individuals and families in financial planning and investing. He takes great pride in his ability to work closely with clients to help them develop a sense of comfort and security when it comes to planning for their future.
Prior to joining Prosperity Wealth Planning, Jonah held positions in financial planning and investment management at Ameriprise Financial, and as an investment advisor at Raymond James. He is a proud alumnus of Western Michigan University, having graduated magna cum laude from the Honors College there with a major in finance, and minors in economics and general business.
In his spare time, Jonah likes to explore all Southern California has to offer – restaurants, concert venues, the beach, parks, and anywhere else he sees an opportunity to get out and learn. He is an enthusiastic traveler, domestically and internationally, which pairs together well with his passion for reading, both fiction and non-fiction. Jonah is also a fan of classical music and is already looking forward to the summer season at the Hollywood Bowl.
Jenny Molnar
Client Services Associate
Jenny joins the team with over 8 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 relation 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", in her free time, Jenny relishes experiencing new cuisines, traveling, and spending time with her family.
Harry Emery
Chief Practice Officer
Harry brings over 30 years of marketing and business operations experience to Prosperity Wealth Planning. Harry joins 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, with his two teenage children. He enjoys getting to the beach, playing tennis, golf, and exploring cool spots throughout Southern California.
Steve Reynolds
Marketing Consultant