Carolyn McClanahan
Dr. Carolyn McClanahan is a well-known financial planner and educator who began her career as a medical doctor. She provides education to financial planners and healthcare professionals on the interplay between health and financial issues, particularly regarding insurability, healthcare costs, and healthcare reform. Dr. McClanahan also writes for Forbes, CNBC, and Financial Planning Magazine, covering issues intersecting money and medicine.
Carolyn McClanahan Professional Experience / Academic History
Professional Experience
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Founder and Director of Financial Planning
Academic History
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MD in Medicine
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BA in Microbiology
EDUCATION AND EARLY CAREER
- McClanahan completed her undergraduate degree at Mississippi University for Women.
- She completed her residency in Family Medicine at the Medical College of Virginia.
- She entered private practice and emergency medicine practice in 1990 in Richmond, Virginia.
- She was recruited to teach on faculty at the University of Florida in 1998.
- She earned her financial planner certification at the University of North Florida.
- She volunteers as a physician with Volunteers in Medicine Jacksonville, providing health care for the working uninsured.
- She also volunteers in the medical clinic of the I.M. Sulzbacher Center for the Homeless.
CURRENT APPOINTMENTS
- Co-Founder of Whealthcare Planning
- Founder and Director of Financial Planning at Life Planning Partners
- Member of the National Association of Personal Financial Advisors
- Member of the Financial Planning Association
- Member of the American Academy of Family Physicians
MEDIA AND PUBLICATIONS
- McClanahan is quoted regularly in numerous publications, including The Wall Street Journal, New York Times, and The Washington Post.
- She serves on the CNBC Financial Advisor Council.
AWARDS AND RECOGNITIONS
- 2019 Top Advisor by Investopedia 100
- 2020 Top Advisor by Investopedia 100
- 2021 Top Advisor by Investopedia 100
- In 2009, McClanahan was named a “mover and shaker” in the financial planning profession by financial planning magazine.