Carolanne M. Chavanne, CFP<sup>®</sup>

Carolanne M. Chavanne, CFP^®

Carolanne M. Chavanne, CFP<sup>®</sup> - Financial Advisor

Carolanne M. Chavanne, CFP^®

CERTIFIED FINANCIAL PLANNER(TM)

Prosperity Wealth Planning

3780 Kilroy Airport Way, Suite 200
Long Beach, CA 90806

FINANCIAL ADVISOR'S WEBSITE

www.prosperitywealthplanning.com

(877) 878-7860

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Services are provided with the following choices for method of compensation - 1) hourly 2) fee for personalized financial plan 3) fee based (% of AUM)

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Carolanne Chavanne is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prosperity Wealth Planning in Long Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Nontraditional Households, Women's Finances

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Services are provided with the following choices for method of compensation - 1) hourly 2) fee for personalized financial plan 3) fee based (% of AUM)

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

Helpful Financial Planning Resources

Investment

Financial Abuse

Investment Abuse Part 2 How to Take Action if Youre a Victim

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Year of the Dragon Financial Makeover

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Serving in the Military

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Returning Military Financial Re-entry to Everyday Life

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