Carolyn McClanahan

CFP®, MD
President
Life Planning Partners, Inc., Jacksonville, FL
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2019 Top Advisor Investopedia 100
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2020 Top Advisor Investopedia 100
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Biography

Carolyn McClanahan began her career as a physician. As her financial life grew more complex, she and her husband sought help in answering some fundamental questions, such as "How much do we really need to retire?" and "What will our future look like?" After months of interviewing numerous financial planners, they found that most were simply interested in managing their portfolio or selling complex financial products, rather than providing the advice and guidance needed to create a great life.

Frustrated by not being able to find a planner who fulfilled their needs, Carolyn enrolled in the CFP® curriculum at the University of North Florida. Recognizing the similarities between medicine and financial planning, and feeling empowered by helping people plan for their future, Carolyn decided to make a career change. In 2004, she founded Life Planning Partners, Inc. to provide the type of personalized financial life planning services she and her husband originally desired.

Carolyn is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the American Academy of Family Physicians. She volunteers as a physician with Volunteers in Medicine Jacksonville, providing health care for the working uninsured. Carolyn speaks nationally to financial planners and physicians on the interplay between health and financial issues. She serves on the CNBC Financial Advisor Council and has been quoted in numerous publications, including the Wall Street Journal, Washington Post, and New York Times. She has appeared on CNBC, Hardball, and NPR.