Carolyne Charvoz

Financial Planner & Life Insurance Advisor

Carolyne Charvoz brings a foundation in hospitality to the world of financial planning, translating a deep passion for service into thoughtful guidance for individuals and families navigating important financial decisions. She works with growth-focused, busy professionals and families who are ready to build lasting financial habits with intention and clarity.

Through collaboration and ongoing education, Carolyne strives to be a responsive, creative, and highly organized partner—helping clients feel supported and confident at every stage of their financial journey.

Outside of her practice, Carolyne enjoys volunteering, spending time with family, hosting at home, and reading—particularly embellished biographies of famous inventors, as well as books about wine and food. She is a former Division I collegiate (UC Davis) swimmer and currently lives in the East Bay with her husband, their rescue cats Ember and Smokey, and their two-year-old son, Bear.