About Prosperity Wealth Planning LLC
<p>Built as a fee-only planning practice in Orange County, Prosperity Wealth Planning LLC works with clients across the Los Angeles–Orange County metro area and beyond. The firm was established on 07/19/2021 and is headquartered in Irvine, with another California office in Long Beach and an East Coast location in Plymouth, Massachusetts.</p> <p>Prosperity Wealth Planning focuses on practical planning and investment management for individuals, families, and business owners. The team handles financial planning, portfolio management, retirement planning, estate planning, tax planning, and risk management, with recommendations tied to each client’s goals and life changes.</p> <p>For employers that want help running a retirement plan, the firm offers 3(21) fiduciary support as part of its work as a <a href="/plan-advisors">plan advisor</a>. That includes ongoing guidance on plan decisions while the plan sponsor keeps final authority.</p> <p>What sets the firm apart is its fee-only structure paired with a multi-office footprint in both Southern California and Massachusetts, which can be helpful for clients with ties to both coasts.</p> <ul> <li>Fee-only registered investment advisory firm (est. 07/19/2021)</li> <li>Offices: Irvine (HQ) and Long Beach, CA; Plymouth, MA</li> <li>Services include financial planning and portfolio management</li> <li>Retirement, estate, and tax planning support</li> <li>3(21) fiduciary services for workplace retirement plans</li> </ul>
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