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 as well as corporations and other business entities, managing approximately $269 million through a small team of advisors. The firm provides ongoing portfolio management and comprehensive financial planning services, including family legacy planning, legacy investment guidance, and divorce planning, and it also offers periodic educational seminars, workshops and podcasts. The firm documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, with policies intended to allocate investment opportunities fairly among clients. Its investment process draws on fundamental and quantitative analysis, modern portfolio theory, and technical analysis, and it employs a predominantly long-term trading approach. Prosperity is notable for combining traditional portfolio management with targeted planning services (family legacy and divorce planning) and for delivering client education through seminars, workshops and podcasts. The firm also uses client testimonials in its advertising — a practice that is uncommon among similar supported firms — and emphasizes written fiduciary acknowledgements and documented trade allocation policies.
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 |
|---|---|---|
Irvine, CA
| 2
| |
Irvine, CA
| 30
| |
Irvine, CA
| —
| |
Irvine, CA
| 3
|
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