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Prosperity Wealth Planning

Prosperity Wealth Planning Email Formats

Financial ServicesFlag of USIrvine, California, United States1-10 Employees

Prosperity Wealth Planning Email Formats

Prosperity Wealth Planning uses 2 email formats. The most common is {first initial} (e.g., j@prosperitywealthplanning.com), used 50% of the time.

FormatExamplePercentage
{first initial}
j@prosperitywealthplanning.com
50%
{first name}
john@prosperitywealthplanning.com
50%

Key Contact at Prosperity Wealth Planning

Flag of US

Jenny Molnar

Client Services Director

Company overview

Headquarters3349 Michelson Dr, Suite 200-8E, Irvine, California 92612, US
Phone number+18778787860
Website
NAICS52
SIC628
Keywords
Retirement Planning, Financial Planning, Estate Planning, Investment Management, Tax Reduction Strategies, Social Security Timing, Goal Based Planning
Founded2019
Employees1-10
Socials

About Prosperity Wealth Planning

Prosperity Wealth Planning is a financial planning firm that offers investment advisory services. We specialize in working with automotive professionals. Prosperity Wealth Planning, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are those of certain firm personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Director
Vice President

Employees by Department

Prosperity Wealth Planning has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Prosperity Wealth Planning has never raised funding before.

Prosperity Wealth Planning Tech Stack

Discover the technologies and tools that power Prosperity Wealth Planning's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

Node.js

Node.js

Programming languages

Slick

Slick

JavaScript libraries

Calendly

Calendly

Appointment scheduling

Font Awesome

Font Awesome

Font scripts

Open Graph

Open Graph

Miscellaneous

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

RSS

RSS

Miscellaneous

Express

Express

Web frameworks

Frequently asked questions

Prosperity Wealth Planning is located in Irvine, California, US.
You can reach Prosperity Wealth Planning at +18778787860.
Prosperity Wealth Planning was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Prosperity Wealth Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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