Find the Certified Financial Planner™
Who's right for you.

Carolanne M. Chavanne, CFP®

LPL Financial

19001 S Western Ave T106
Western Federal Credit Union
Torrance, CA 90501
Phone: (310) 618-5370
Fax: (310) 533-0169

Toll-free: (800) 230-3306 x5370

Household Income Minimum: $0
Investable Asset Minimum: $0

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

 

How Planner Charges

Considerations: Servcices are provided with the following choices for method of compensation - 1) hourly 2) fee for personalized financial plan 3) fee based (% of AUM) 4) commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.