Whealthcare Planning
Financial Software · California, United States · 1-10 Employees
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Overview
Headquarters
25856 Marie St, Perris, California, 9257...Website
www.whealthcareplan.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About 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 and their 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.Explore more
Whealthcare Planning Org Chart
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Whealthcare Planning Tech Stack
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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.htmDr. 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.htm
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Whealthcare Planning LLC is a financial technology company with a mission to develop innovative, cloud-based applications that help to protect older adults and their 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,... Read More
