About Prosperity Wealth Planning LLC
Prosperity Wealth Planning LLC is a fee-only registered investment advisory firm established on 07/19/2021. The firm specializes in financial planning, portfolio management, retirement planning, estate planning, tax planning, and risk management services. With offices in Irvine, California, and Long Beach, California, Prosperity Wealth Planning LLC serves individuals, families, and business owners. They are committed to empowering and educating their clients to make informed financial decisions and navigate life's transitions. The firm offers a range of services tailored to individual circumstances and goals, utilizing a personalized and integrated approach to financial planning and wealth management. As a trusted partner, Prosperity Wealth Planning LLC aims to enhance clients' financial standing for comfortable and confident living at every life stage. Their experienced team is dedicated to integrity, loyalty, and providing comprehensive financial solutions.
Website: https://www.prosperityfp.com/
Founded: 2021
Office Locations
- Irvine, CA (Headquarters)
- Long Beach, CA
- Plymouth, MA
Services Offered
- 3(21) Investment Advisor
Team Members
- Lori Ulm, CERTIFIED FINANCIAL PLANNER™ Practitioner and Investment Advisor Representative