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About

About This Business

Our purpose is to take care of you and your financial well-being. We offer a comprehensive suite of services designed to address your unique needs and help you achieve your goals with confidence and peace of mind. Here’s how we support you: Retirement Planning, Tax Planning Investment Management, Social Security Strategy, Net Worth and Cash Flow Management, Estate Planning, Generational Wealth, Insurance Analysis. Specialize in employer plans for Kaiser Permanente Employees, UC Davis Employees, Sutter Employees, Dignity Health Employees, PG & E Employees, Apple Employees, and more.

BBB Accredited Since: 6/19/2025

Years in Business: 15

Business Details

BBB File Opened:
5/9/2025
Business Started:
11/4/2009
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
ProsperCo LLC
ProsperPlan Wealth
Business Management:
Ms. Lauren Williams, President/Co-Founder

Additional Contact Information

Principal Contacts
Ms. Lauren Williams, President/Co-Founder
Customer Contacts
Ms. Lauren Williams, President/Co-Founder
Additional Email Addresses
Primary: Email this Business

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