Prosperity Wealth Planning
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
3780 Kilroy Airport Way Ste 200, Long Be...Phone Number
(949) 637-4130Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Prosperity Wealth Planning
Prosperity Wealth Planning specializes in fee-only financial planning and investment management, catering primarily to professionals and retirees. The firm focuses on creating comprehensive financial plans that address clients' goals, including retirement, education funding, and estate planning. With a client-centric approach, they emphasize transparency and simplicity, ensuring that clients feel secure and informed about their financial decisions. Their ideal clients are individuals with at least $500,000 to invest, who prefer to delegate financial management to experts while enjoying their present lives.Explore more
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Prosperity Wealth Planning specializes in fee-only financial planning and investment management, catering primarily to professionals and retirees. The firm focuses on creating comprehensive financial plans that address clients' goals, including retirement, education funding, and estate planning. With a client-centric approach, they emphasize transp... Read More
