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 benefits.

Human Resources

BrightPlan

BrightPlan's headquarters in Los Gatos, CA, United States

Marthin De Beer

Alesha Escalante

Joe Vangsgard

Huey Vo

Grace Garry

Larry Robinson

Brian King

Joelle Vail

Krutarth Shah

George Still Jr.

Charles Carmel

Scott Mosko

Guido Jouret

Geoffrey Moore

Jennifer Pasqualini

Thomas Wyatt

Gary Daichendt

Chris Kerckhoff

Diane Strohfus

The Advisory and Governance team at BrightPlan comprises a diverse group of board members and advisors dedicated to enhancing the company’s strategic direction and ensuring adherence to fiduciary standards. This team collaborates to provide expert insights, oversee governance practices, and guide the development of financial wellness initiatives, ensuring that BrightPlan remains a trusted leader in delivering personalized, effective financial solutions for employees at every stage of their financial journey.

Advisory and Governance

The Leadership Team at BrightPlan drives the strategic vision and operational excellence of the company, ensuring alignment between financial wellness solutions and the needs of employees at all stages of life. This team of seasoned executives collaborates to innovate product offerings, expand market reach, and enhance client relationships, all while upholding the highest standards of fiduciary responsibility and personalized service. Through their collective expertise, they aim to empower employees to achieve their financial goals effectively and sustainably.

Leadership Team

The Operations and Management team at BrightPlan is responsible for optimizing internal processes, ensuring seamless program delivery, and aligning financial strategies with the company's goals. They play a pivotal role in overseeing the coordination of financial wellness initiatives, enhancing client engagement, and fostering collaboration across departments to promote efficient service and comprehensive personal finance solutions for employees.

Operations and Management

The Sales and Business Development team at BrightPlan is responsible for driving revenue growth by building strategic relationships with enterprise clients. They leverage their deep understanding of Total Financial Wellness to present tailored solutions that meet the needs of organizations and their employees, ensuring the adoption of BrightPlan's innovative financial wellness offerings. Through collaboration and strategic outreach, this team plays a vital role in expanding the company's market presence and forging partnerships that enhance employee financial well-being.

Sales and Business Development

The Product and Marketing team at BrightPlan is responsible for developing and promoting innovative financial wellness solutions that cater to the diverse needs of employees. By leveraging insights from market research and user feedback, they design intuitive product features while crafting compelling marketing strategies to drive engagement and adoption. This collaborative team ensures that BrightPlan’s offerings are not only effective in promoting financial success but also resonate with users at every stage of their financial journey.

BrightPlan

Org chart

Board & advisors

Teams

Advisory and Governance

Leadership Team

Operations and Management

Sales and Business Development

Product and Marketing

Offices

BrightPlan

Org chart

Board & advisors

Teams

Advisory and Governance

Leadership Team

Operations and Management

Sales and Business Development

Product and Marketing

Offices

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