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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CG
Chris Grellas
Co-founder and Certified Financial Planner · Finance & Accounting
EmailPhone - LM
Lauren M. Williams
Co-founder and Certified Financial Planner · Finance & Accounting
EmailPhone - SD
Sean David Harvey
Senior Writer, Director of Financial Education & Marketing · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Prosperplan Wealth
3 distinct titles indexed · top 3 shown.
- 2co-founder and certified financial planner
- 2senior writer, director of financial education & marketing
- 1business & marketing intern
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Sign up to reveal 5 verified contacts at Prosperplan Wealth
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