Carol Ann joined Martin & Company's Financial Planning division in 2018. She began her career in 2010 as an Investment Consultant after graduating from Chapman University with a Bachelor's Degree in Business Administration. She provides our clients with comprehensive financial planning to help create successful futures and lasting legacies. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 (General Securities Representative) and Series 66 (NASAA-Uniform Combined State Law Exam) licenses. Although she has been a long-time resident of southern California, if she is not at the office, you can probably catch her traveling around the world or enjoying the Santa Clarita sunshine.