Company

ProsperPlan Wealth

Financial Services 2377 Gold Meadow Way 5 employees

Employees: 5
Contacts: 1
Emails: 1

www.prosperplan.com LinkedIn

ProsperPlan Wealth Overview

Headquarters: 2377 Gold Meadow Way
Website: www.prosperplan.com
Industry: Financial Services
Employees: 5
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Investment Management Tax Planning Legacy Planning Retirement Planning Healthcare Workers Kaiser Permanente Employee Benefits Business Owners Exit Planning

About ProsperPlan Wealth

We provide retirement planning and education for Kaiser Permanente Employees, Business Owners, and other employees who are within five years of retirement. Our goal is simple: teaching you how to maximize your retirement benefits. Smart planning for last prosperity.

ProsperPlan Wealth Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

ProsperPlan Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Pauline Anasco	Business Student at the Master's University	Davis, California, United States	View
Chris Grellas, Cfp®, Msfa	Certified Financial Planner® and Co-founder Helping Clients Prosper with Fiduciary Financial Advice and Wealth Management.	Greater Sacramento, United States	Email
Lauren M. Williams, Cfp®, Crpc®, Mba 🌿	Northern California’s Trusted Financial Expert for Healthcare, Tech & Business Professionals - Prosperplan Wealth	Greater Sacramento, United States	View
Sean David Harvey	Senior Writer, Director of Financial Education & Marketing Lead at Prosperplan Wealth		View