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Carol Ann Casebolt

Wealth Advisor

Carol Casebolt headshot


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.

Woodland Hills

5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367

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