A complete list of active advisors currently associated with Prosperity Wealth Planning LLC

Warmer can help you find a great advisor at Prosperity Wealth Planning LLC or one who fits your needs even better.

Prosperity Wealth Planning serves individual and high‑net‑worth clients and also accepts corporations and other business entities. The firm offers ongoing portfolio management, comprehensive financial planning, family legacy planning, next‑generation preparation, educational seminars and workshops, and standalone divorce‑planning engagements. The firm prepares an Investment Policy Statement for each client and generally manages accounts on a discretionary basis, employing fundamental, quantitative, technical analysis and modern portfolio theory with a long‑term trading orientation. Portfolios typically include mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds/REITs, annuities, commodities and non‑U.S. securities, and accounts are reviewed on a regular basis. Noteworthy features include periodic educational seminars, workshops and podcasts provided to clients at no charge and a Next Generation Preparation program that offers financial education and an annual review meeting—often provided at no cost to adult children of clients with substantial assets; family legacy planning sessions are also offered at the firm’s discretion. The firm’s materials also indicate the use of client testimonials in advertising, an uncommon practice among similar supported firms, and it lists divorce planning as a distinct specialty service.

To learn more about the advisors currently working at Prosperity Wealth Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jordan Bromley	Irvine, CA	3
Carolanne Chavanne	Irvine, CA	31
Ava Pompay	Irvine, CA	0
Robert Price	Irvine, CA	3

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