Prosperity Wealth Planning - Crunchbase Company Profile & Funding

Overview

Prosperity Wealth Planning

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Prosperity Wealth Planning

CB Rank

281437

Prosperity Wealth Planning specializes in financial planning, taxation, retirement planning, investment allocation, and insurance services.

Founded

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Private

Long Beach, California, United States

1-10

prosperitywealthplanning.com

Financial Services

Insurance

Retirement

Wealth Management

Key People

Carolanne Chavanne: Founder & President

Details

Operating Status

Active

Company Type

For Profit

Founders

Carolanne Chavanne

Phone Number

+1-949-209-5771

Contact Email

contactus@prosperitywealthplanning.com

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning

A service that develops a detailed financial plan based on clients' goals, current financial status, and includes tax strategies, estate planning, insurance analysis, retirement planning, and employer benefits review.

Investment Management

A service that manages clients' investment portfolios aligned with their financial plans and risk tolerance, including portfolio modeling and real-time account access.