We provide Financial Planning, Retirement Planning, and Investment Management services for various groups of people: Pre-Retirees and Retirees, Business Owners, Healthcare Professionals, Kaiser Permanente, and other employees/executives.  Our goal is simple: to bring you clarity, confidence, and a plan you can trust.

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as ProsperPlan Wealth, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC, doing business as ProsperPlan Wealth, unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC for accuracy or completeness.

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