Gold River, CA

Roseville, CA

advice@prosperplan.com

(916) 909-3993

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  • Who We Serve
    Individuals and Families
    • Retirees & Pre-Retirees
    • Executives & Business Owners
    • Healthcare Professionals
    Specialized Planning
    • Kaiser Permanente
    • Sutter Health
    • UC Davis
    What Clients Say About Us

    Hear from clients who have trusted ProsperPlan Wealth to guide them toward financial independence. Their stories reflect the personalized strategies, expert guidance, and lasting relationships that set us apart.

    See Customer Stories
  • Services
    Planning Essentials
    • Financial Planning
    • Investment Management
    • Tax Planning
    • Estate Planning
    • Insurance Planning
    Retirement Guidance
    • Retirement Planning
    • Pension Decisions
    • Maximize Social Security
    Sacramento's Favorite Financial Planners

    Winner via public voting in 2025. No fee for consideration; licensing fee paid for usage. Learn More.

  • About Us
    Our Company
    • Our Team
    • Our Story
    • Our Approach
    • Our Partnerships
    • FAQ
    Contact Us
    • Contact Us
    • Join Our Team
    meet our founders
    Lauren Williams
    Chris Grellas
  • Resources
    guides
    Articles
    Podcasts
    Calculators
    Featured Resource
    • Why You Should Partner With a 100% Fiduciary Financial Advisor
    Download Our Guide
Schedule alignment call
  • Who We Serve
    • Retirees & Pre-Retirees
    • Executives & Business Owners
    • Healthcare Professionals
      • Kaiser Permanente
      • Sutter Health
      • UC Davis
  • Services
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Pension Decisions
    • Social Security Decisions
    • Tax Planning
    • Estate Planning
    • Insurance Planning
  • About Us
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    • Our Partnerships
    • FAQ
    • Join our team
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2377 Gold Meadow Way
Suite 100
Gold River, CA 95670
3017 Douglas Blvd
Suite 300
Roseville, CA 95661
advice@prosperplan.com
(916) 909-3993
Contact Us
Services
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Insurance Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Insurance Planning
Services
  • Retirement Planning
  • Pension Decisions
  • Maximize Social Security
  • Retirement Planning
  • Pension Decisions
  • Maximize Social Security
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