ProsperPlan Wealth
Financial Services • 
Gold River, California, United States • 1-10 Employees
Company overview
| Headquarters | 2377 Gold Meadow Way, Suite 100, Gold River, California 95670, US |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Exit Planning, Retirement Planning, Financial Planning, Investment Management, Legacy Planning, Business Owners, Healthcare Workers, Kaiser Permanente Employee Benefits |
| Employees | 1-10 |
Key Contacts at ProsperPlan Wealth
Sean David Harvey
Senior Writer, Director Of Financial Education & Marketing
Chris Grellas
Co-Founder And Certified Financial Planner®
ProsperPlan Wealth Email Formats
ProsperPlan Wealth uses 2 email formats. The most common is {first initial} (e.g., j@prosperplan.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@prosperplan.com | 66.7% |
{first name} | john@prosperplan.com | 33.3% |
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 revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
ProsperPlan Wealth has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
ProsperPlan Wealth has never raised funding before.
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