Financial Advisors
Gold River, CA
ProsperPlan Wealth Financial Advisors is a fee-only, fiduciary financial planning firm based in Gold River serving the Sacramento region. Founded by CFP-credentialed advisors Lauren Williams and Chris Grellas, they specialize in comprehensive financial planning, investment management, retirement planning, and specialized pension guidance for employees of major institutions like Kaiser Permanente, CalPERS, Sutter Health, and UC. Their approach combines personalized tax-smart strategies, financial education, and a structured five-step planning process designed to help mid-career professionals and pre-retirees achieve long-term financial independence and retirement security.
Ideal for: Mid-career professionals, pre-retirees, public sector employees (CalPERS, Kaiser, UC), business owners, pension recipients seeking tax-efficient retirement strategies
Service area: Sacramento region and Northern California
Fee-Only Fiduciary Model: ProsperPlan operates as fee-only fiduciaries with no commissions, ensuring advice is aligned solely with client interests rather than product sales.
Specialized Pension & Public Employee Expertise: They have deep experience guiding Kaiser Permanente, CalPERS, Sutter Health, and UC employees through complex pension decisions and specialized planning strategies.
Owner-Advisor Stability: Founded and led by CFP-certified co-founders who own the firm and are committed to long-term client relationships spanning decades.
Address: 2377 Gold Meadow Way #100, Gold River, CA 95670
Phone: (916) 909-3993
Website: prosperplan.com
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