# Prosperity Wealth Planning LLC
Source: https://planprovider.pro/provider/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, portf…

Retirement Plan Advisor

Irvine, CA

## 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/](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

## Other Retirement Plan Advisors in CA

- [Carbon Collective Investing LLC](https://planprovider.pro/provider/carbon-collective-investing-llc) - Oakland, CA

- [Stonebridge Financial Group](https://planprovider.pro/provider/stonebridge-financial-group) - Wormleysburg, PA

- [Francis LLC](https://planprovider.pro/provider/francis-llc) - Brookfield, WI

- [Innovative Wealth Building LLC](https://planprovider.pro/provider/innovative-wealth-building-llc) - California, MD

- [IMA Retirement](https://planprovider.pro/provider/ima-retirement) - Denver, CO

- [HUB Retirement and Private Wealth](https://planprovider.pro/provider/hub-retirement-and-private-wealth) - Austin, TX

- [Ford Financial Group](https://planprovider.pro/provider/ford-financial-group) - Fresno, CA

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [ALDRICH WEALTH LP](https://planprovider.pro/provider/aldrich-wealth-lp) - Lake Oswego, OR

- [Balboa Wealth Partners, Inc.](https://planprovider.pro/provider/balboa-wealth-partners-inc) - Newport Beach, CA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/prosperity-wealth-planning-llc)

© 2026 PlanProvider.Pro