Carol Ann Casebolt

Carol Ann began her career in 2010 as an Investment Consultant after graduating cum laude from Chapman University with a bachelor’s degree in business administration. Over the years, she’s realized that working with people is her passion. Carol Ann provides her clients with comprehensive financial planning services to help them create a successful future and a lasting legacy. She’s a CERTIFIED FINANCIAL PLANNER™ professional, and when she’s not in the office, Carol Ann enjoys spending time with her husband, son, and two dogs in the California sunshine.