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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
47
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CC
Carolanne Chavanne
President · General Business & Management
EmailPhone - JM
Jenny Molnar
Client Services Director · Customer/Client Service
EmailPhone - AP
Ava Pompay
Financial Planning Analyst · Finance & Accounting
EmailPhone - EP
Easton Price
Financial Planner · Finance & Accounting
EmailPhone - JB
Jordan Bromley
Associate Financial Planner · Finance & Accounting
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Prosperity Wealth Planning
5 distinct titles indexed · top 5 shown.
- 1associate financial planner
- 1client services director
- 1financial planner
- 1financial planning analyst
- 1president
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