Whealthcare Planning
Who is Whealthcare Planning
Whealthcare Planning LLC is a financial technology company with a mission to develop innovative, cloud-based applications that help to protect older adults andtheir families and enable them to make the best possible financial decisions. The Whealthcare Planning platform was developed in close cooperation with thought leaders in wealth management, psychiatry, health care and geriatrics, including Carolyn McClanahan, Director of Life Planning Partners and co-founder of Whealthcare Planning LLC. Some of the tools and training materials including checklists and conversation scripts were developed in collaboration with the Massachusetts General Hospital.Read More
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Whealthcare Planning
Whealthcare Planning LLC.
Whealthcare Consultancy LLC
whealthcareplan.com
Whealthcare Planning, LLC
Whealthcare Planning's Tech Stack
Whealthcare Planning News & Media
Whealthcare Planning, LLC Names Industry Veteran Kevin Ruth as Interim CEO
Well known executive with unique leadership experience at Fidelity, UBS, and Merrill Lynch tapped to lead fast growing health + wealth technology platform's enterprise solutions (PRWeb February 18, 2020) Read the full story at https://www.prweb.com/releases/whealthcare_planning_llc_names_industry_veteran_kevin_ruth_as_interim_ceo/prweb16914473.htm
Feb 18, 2020
Dr. Carolyn McClanahan, co-Founder of Whealthcare Planning, Named as One of the “Ten to Watch” by Leading Wealth Management Publication
Influential financial advisor who is also a medical doctor recognized for her work in developing technology and educational resources to help prepare advisors for the impacts and risks of aging and health on client financial situations (PRWeb November 07, 2019) Read the full story at https://www.prweb.com/releases/dr_carolyn_mcclanahan_co_founder_of_whealthcare_planning_named_as_one_of_the_ten_to_watch_by_leading_wealth_management_publication/prweb16705462.htmNov 7, 2019Frequently Asked Questions regarding Whealthcare Planning
Where are Whealthcare Planning’s headquarters?
Whealthcare Planning’s headquarters are in 25856 Marie St, Perris, California, 92570, United States
What is Whealthcare Planning’s official website?
Whealthcare Planning’s official website is whealthcareplan.com
What is Whealthcare Planning’s Revenue?
Whealthcare Planning’s revenue is <$5 Million
What is Whealthcare Planning’s SIC code?
Whealthcare Planning’s SIC: 87,874
What is Whealthcare Planning’s NAICS code?
Whealthcare Planning’s NAICS: 541,5416
How many employees are working in Whealthcare Planning?
Whealthcare Planning has <25 employees
What is Whealthcare Planning’s industry?
Whealthcare Planning is in the industry of: Management Consulting, Business Services
What is Whealthcare Planning's tech stack?
The technologies that are used by Whealthcare Planning are: GoDaddy DNS, Office 365, reCAPTCHA, HubSpot
Who is Whealthcare Planning's CEO?
Whealthcare Planning's CEO is Chris Heye
Rate Chris Heye as a Founder & Chief Executive Officer
4.4/5 on G2 Crowd
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