CERTIFIED FINANCIAL PLANNER™
In 2021 Jane Braun will have achieved 40 years of experience in the financial services industry. She holds the CERTIFIED FINANCIAL PLANNER™ professional certification and earned a Master’s Degree in financial planning and taxation from San Diego State University. Jane is a Branch Manager and a Registered Representative/ Investment Adviser Representative of Commonwealth Financial Network® and was previously employed by JPMorgan Chase as a Senior Financial Advisor.
Jane’s primary responsibility is to develop and build strong relationships with the clients she serves. Specializing in retirement asset accumulation and retirement income strategies, she collaborates with tax and legal professionals in the planning process. Jane also works with families advising on charitable giving, intergenerational wealth transfer, and legacy planning.
Residing and working in Coronado, Jane is very involved in the San Diego community. She served for three years as President of the Coronado Historical Association, as well as president-elect of San Diego Blood Bank. Jane is currently on the Board of Directors for Sharp Coronado Hospital Foundation, and a member of the Rotary Club of Coronado.
Jane is a lifelong advocate of education, including financial literacy for students. She regularly presents workshops to women and young adults to inspire and motivate them to take control in building their financial futures. As a mother of five adult children, collectively Jane’s family has earned five undergraduate degrees, two Master’s degrees and one Juris Doctorate. Her youngest daughter will complete her Juris Doctorate at the University of San Diego in ’22.
Jane Braun is proud to have been recognized as a Founder’s Club advisor for 2020—a distinction based on annual production that places her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Kelly Ronimus has been working with Jane since July 2015. Starting off as a Marketing Coordinator, Kelly developed the Plan to Prosper client education and appreciation programs, as well as Women & Wealth Lecture Series. In addition, Kelly is one of clients’ main point of contacts for account inquiries and trade requests. Since 2020, Kelly holds her Series 7 and Series 66 registrations. She is passionate about assisting millennials with their financial goals whether it be helping with a budget, navigating through employer sponsored retirement plans, or purchasing a first home. Kelly is currently enrolled at San Diego State University working towards her CERTIFIED FINANCIAL PLANNERTM certification.
Growing up in Coronado, Kelly was a competitive swimmer and water polo player. After graduating from Coronado High School in 2010, Kelly continued her education at UCLA while also playing NCAA Division I Water Polo. As an UCLA student-athlete, Kelly helped her team finish in the top three of the NCAA Tournament all four seasons. In addition, Kelly served on the “Bruin Athletic Council”, where she planned and participated in a variety of community service and volunteer programs. Kelly majored in Political Science, with an emphasis in American Politics. After graduating from UCLA, Kelly continued her water polo career by playing semi-professionally in Sydney, Australia. Now officially retired from water polo, Kelly enjoys spending time with friends and family, running and cooking.
Financial Planning Assistant
Shannon Clancy is the newest member of the Plan to Prosper team. Shannon’s role is to assist the clients that Jane and Kelly advise. Shannon will often be the first point of contact in client relations, including scheduling client meetings and managing ongoing connections with clients. She helps with client events and assists in onboarding new client relationships.
Shannon is a Coronado native and an alumna of Coronado High School and Coronado School of the Arts, Class of 2014. In 2018, Shannon graduated from Hampshire College located in Amherst, Massachusetts with a Bachelor of Arts degree.
When not at Plan to Prosper, Shannon works in the membership department of the Coronado Historical Association. Shannon is an animal enthusiast, supporter of the arts, and a lifelong learner.