CA Insurance Lic. #0B18179
As a CERTIFIED FINANCIAL PLANNER™ with over 28 years of experience, Carolanne Chavanne has seen the increasing need for thorough and individualized financial advice. With experience in all areas of financial planning such as retirement planning, investments, education funding, insurance, taxes, estate planning and employee benefits, Carolanne believes in sharing her experience to provide comprehensive service and competent advice to her clients.
Carolanne’s primary focus is educating individuals and families toward achieving their short and long-term financial goals. “I strive to educate and empower my clients to make wise choices. Enhancing a client’s understanding of their own personal financial situation allows them to make informed decisions for themselves, both today and in the future.”
With over two decades in the financial services industry, including various executive level positions with established investment corporations in Southern California, Carolanne offers comprehensive financial planning services as well as upholds standards of conduct set forth by her CERTIFIED FINANCIAL PLANNER™ designation, which she received in 1999. Carolanne is also an active volunteer in her community who enjoys providing financial literacy programs to the public through the Financial Planning Association, as well as assisting with Junior Achievement and many other non-profit organizations.
Carolanne is a Southern California native and currently resides in Redondo Beach where she enjoys golfing, cooking, walking her dog Godiva, and spending time with family and friends.
Home Office: West Torrance Branch
20305 Anza Ave
Torrance, CA 90503
Also Serving: Plano, TX (Toyota Headquarters)
Professional Services & Products:
- Comprehensive Financial Plans
- Life Goals Planning
- Financial Counseling and Coaching
- Retirement Funding and Needs Analysis
- Company Retirement / 401(k) Plan Analysis
- Investment Portfolio Design and Review
- Tax Reduction Strategies
- College Education Funding and Needs Analysis
- Cash Management and Budgeting Services
- Insurance Needs Analysis and Review
- Estate Planning Review and Guidance
- Long-Term-Care Planning
- Educational Workshops and Seminars
Registered In: AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KY, MO, NV, NJ, NM, NY, OR, PA, PR, TX, UT, WA, WI and WV. Carolanne Chavanne is a Registered Representative with, and Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
UNIFY Financial Credit Union and UNIFY Investments & Insurance are not registered broker/dealers and are not affiliated with LPL Financial.