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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



25856 Marie St, Perris, California, 92570, United States




<$5 Million
Whealthcare Planning's Social Media
SIC Code 87,874
NAICS Code 541,5416
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Whealthcare Planning's Tech Stack

GoDaddy DNS


Office 365








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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

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
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Frequently 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

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

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