Carolanne Chavanne

Carolanne Chavanne, CFP®, serves as the President of Prosperity Wealth Planning since March 2019, bringing extensive experience in the financial sector. Previously, Carolanne worked as a Financial Planner and Investment Advisor Representative at LPL Financial from March 2008 to March 2019, providing comprehensive financial services, including retirement planning, investment portfolio management, and tax reduction strategies. Carolanne held leadership roles as Chairman of the Board and President of the Board of Directors for the Financial Planning Association of Orange County between January 2011 and December 2012 and contributed as a Pro Bono/Community Service Board Member from January 2008 to December 2009. Prior professional experience includes serving as a Senior Financial Planner at Comerica Bank, focusing on high net worth clients. Carolanne Chavanne holds a CERTIFIED FINANCIAL PLANNER® designation from the College for Financial Planning and a Bachelor of Science in Financial Services from San Diego State University.