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Carolyn McClanahan, MD CFP | Life Planning Partners, Jacksonville FL

Market Signals EditorialBy Updated:No Comments
0.000
Wealth Management
United States
Contact Information
Jacksonville, FL, United States
https://lifeplanningpartners.com/
Detailed Information
78/100
AI Advisor Match Score
Strong match
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Wealth management +6Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Carolyn McClanahan has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Carolyn McClanahan, M.D., CFP, founded Life Planning Partners, a fee-only financial planning firm in Jacksonville, Florida, in 2004. A practicing physician before she moved into planning, she is known for connecting health and money, particularly the financial side of aging, caregiving, and end-of-life decisions. Her firm provides comprehensive, fee-only planning and investment management with no commissions. McClanahan serves on the CNBC Financial Advisor Council and is a regular source for The Wall Street Journal, The Washington Post, and The New York Times. She is a member of NAPFA and the Financial Planning Association, and in 2024 received Investment News’s Alexandra Armstrong Lifetime Achievement Award. Her practice reflects a planning-first philosophy that treats financial decisions as part of a client’s broader life and health.

Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #4463790. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method

Fee-Only

Advisor SEC/CRD #

4463790

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