ProsperPlan Wealth Information
Contact top employees from
ProsperPlan Wealth
Summary
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 max...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Planning, Investment Management, Tax Planning, Legacy Planning, Retirement Planning, Healthcare Workers, Kaiser Permanente Employee Benefits, Business Owners, Exit Planning
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at ProsperPlan Wealth shows a diverse range of experience levels:
100% for 1–2 yearsContact top employees from
ProsperPlan Wealth
Chris Grellas
Co-Founder and Certified Financial Planner®
Sean David Harvey
Senior Writer, Director of Financial Education & Marketing
Lauren Williams
Co-founder and CERTIFIED FINANCIAL PLANNER®
Pauline Anasco
Business & Marketing Intern
