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BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer be...


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Marthin De Beer
Founder & CEO
Larry Robinson
Chief Product Officer
Krutarth Shah
Chief Development Officer
Neha Mirchandani
Chief Marketing Officer
Mike Mills
Chief Legal & Compliance Officer
Brian King
Chief Planning Officer
Peter Lazaroff
Chief Investment Officer
Joelle Vail
Chief Revenue Officer
Jeff Clark
VP, Financial Planning
Alesha Escalante
Director of Operations

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