Lauren M. Williams, Cfp®, Crpc®, Mba 🌿

Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 Email and Phone Number

Transforming Financial Lives for 20+ Years | Sacramento’s Best Advisor for Pre-Retirees, Healthcare Employees, Business Owners, and Thriving Retirees. @ ProsperPlan Wealth
Lauren M. Williams, Cfp®, Crpc®, Mba 🌿's Location
Greater Sacramento, United States
About Lauren M. Williams, Cfp®, Crpc®, Mba 🌿

At ProsperPlan Wealth, we founded our firm to provide a modern, relationship-driven approach to wealth management that ensures you feel like more than just a number. We offer transparent fee-only pricing, advanced portfolio design, and personalized strategies tailored to clients with $500,000–$20 million in investable assets. What sets us apart? Our partnership with NewEdge Wealth, one of the nation’s top multi-family offices, allows us to deliver world-class resources and expertise. Our team includes attorneys, access to tax professionals and bookkeepers, as well as senior care managers ensuring comprehensive support for every aspect of your financial life. We specialize in guiding entrepreneurs, healthcare professionals, retirees, and families through retirement transitions and legacy planning. Our mission is to transform wealth into freedom and fulfillment, empowering our clients to navigate life’s challenges and opportunities with confidence. At ProsperPlan Wealth, we believe in alignment—when you do better, we do better. With a focus on flexibility, concierge-level service, and a commitment to your success, we’re with you every step of the way.

Lauren M. Williams, Cfp®, Crpc®, Mba 🌿's Current Company Details
ProsperPlan Wealth

Prosperplan Wealth

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Transforming Financial Lives for 20+ Years | Sacramento’s Best Advisor for Pre-Retirees, Healthcare Employees, Business Owners, and Thriving Retirees.
Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 Work Experience Details
  • Prosperplan Wealth
    Co-Founder And Certified Financial Planner®
    Prosperplan Wealth Apr 2024 - Present
    Gold River, California
    - Mastery in Financial Planning- Tax-friendly Fiduciary Financial Advice- Sustainable Wealth - Medicare and Social Security Filing- In-depth Tax Planning- Investment Management Expertise- Insurance guidance- Tax Efficient Income Strategist- Stepping in to provide financial guidance and settlement assistance at the passing of a loved one.- Family Values meetings to help ease the burden of estate transfer when your partner or parent passes away.Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as ProsperPlan Wealth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC [ProsperPlan Wealth] unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage, please refer to the Q2 below.Third party posts found on this profile do not reflect the views of NEA.
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  • Newedge Advisors
    Partner Advisor
    Newedge Advisors Apr 2024 - Present
    Sacramento, California, United States
    Partnered with Barron's #5 of the Top 100 Registered Investment Advisors in the nation for investment management, tax planning, estate planning, technology, Cyber Security, HR, succession planning, operations, compliance, and marketing support.
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  • Allworth Financial
    Financial Advisor
    Allworth Financial Sep 2013 - Apr 2024
    Roseville, California, United States
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  • University Of California, Davis
    Adjunct Professor Of Financial Planning
    University Of California, Davis Feb 2015 - 2018
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  • Financial Planning Association (Fpa)
    Board Of Directors
    Financial Planning Association (Fpa) 2011 - 2014
    FPANC Chapter
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  • Wells Fargo Advisors
    Senior Registered Client Service Associate
    Wells Fargo Advisors Sep 2009 - Sep 2013
    Honolulu, Hawaii, United States
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  • Wachovia Corp
    Senior Registered Client Service Associate
    Wachovia Corp Jul 2005 - Sep 2009
    Florida, Hawaii, And California
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  • Tcpn (The Cooperative Purchasing Network)
    Contract Specialist
    Tcpn (The Cooperative Purchasing Network) Oct 2000 - Apr 2005
    Houston, Texas, United States
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Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 Skills

Relationship Management Microsoft Office Team Leadership Wealth Management Public Speaking Personal Financial Planning Marketing Microsoft Excel Sales Presentations Customer Service Leadership Strategic Financial Planning Investments Series 7 Retirement Mutual Funds Asset Allocation Financial Advisory Finance Retirement Planning Estate Planning Portfolio Management Investment Strategies Investment Advisory Financial Planners Fixed Annuities Wealth Management Services 401k Uniform Combined State Law Asset Management Finacial Wealth Accumulation Strategies Income For Life Saving For Education 401k Rollovers Traditional Ira Tax Advantaged Investment Strategies Investment Portfolio Design Global Tactical Asset Allocation Risk Budgeting Tactical Asset Allocation Retirement Plan Consulting Financial Literacy Training Personal Budgeting Business Intelligence Market Intelligence

Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 Education Details

Frequently Asked Questions about Lauren M. Williams, Cfp®, Crpc®, Mba 🌿

What company does Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 work for?

Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 works for Prosperplan Wealth

What is Lauren M. Williams, Cfp®, Crpc®, Mba 🌿's role at the current company?

Lauren M. Williams, Cfp®, Crpc®, Mba 🌿's current role is Transforming Financial Lives for 20+ Years | Sacramento’s Best Advisor for Pre-Retirees, Healthcare Employees, Business Owners, and Thriving Retirees..

What schools did Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 attend?

Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 attended California Lutheran University, Hawaii Pacific University, Hawaii Pacific University.

What skills is Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 known for?

Lauren M. Williams, Cfp®, Crpc®, Mba 🌿 has skills like Relationship Management, Microsoft Office, Team Leadership, Wealth Management, Public Speaking, Personal Financial Planning, Marketing, Microsoft Excel, Sales Presentations, Customer Service, Leadership, Strategic Financial Planning.

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