Prosperity Wealth Planning

Prosperity Wealth Planning We are a financial planning firm for professionals and retirees. Our services include Retirement an

🎉 Happy 1-Year Work Anniversary, Easton! 🎉We’re excited to celebrate Easton’s first year with Prosperity Wealth Planning...
06/18/2026

🎉 Happy 1-Year Work Anniversary, Easton! 🎉

We’re excited to celebrate Easton’s first year with Prosperity Wealth Planning. Over the past year, he has consistently brought dedication, positive attitude, and a strong commitment to supporting both the team and our clients.

We’re grateful for the impact he’s made this year and look forward to what the future holds for him at the firm.

Join us in celebrating Easton and his 1-year milestone! 👏

🎓 Join us in congratulating Aleks on her graduation! We’re so proud and excited to celebrate this milestone with her. 👏✨...
06/04/2026

🎓 Join us in congratulating Aleks on her graduation! We’re so proud and excited to celebrate this milestone with her. 👏✨

To join in on the graduation season fun, we’re also sharing some throwback graduation photos from our team over the years! 📸

And now it’s your turn! We’d LOVE to see your graduation photos too! Drop them in the comments and celebrate with us! 🎓🎉

We’re proud of our planners, Jordan and Easton, for presenting at the Brea Senior Center as part of the Financial and Es...
05/28/2026

We’re proud of our planners, Jordan and Easton, for presenting at the Brea Senior Center as part of the Financial and Estate Literacy Group’s six-week financial education series!👏📚

They spoke on Equities and Fixed Income, sharing insights and strategies to help attendees build a stronger understanding of investing and long-term financial planning. We’re grateful for the opportunity to support financial education in the community!

Today, we celebrate service, sacrifice, and selflessness. Wishing you an enjoyable long weekend, while keeping the true ...
05/25/2026

Today, we celebrate service, sacrifice, and selflessness. Wishing you an enjoyable long weekend, while keeping the true meaning of Memorial Day in our hearts!

🎙️ New Podcast Episode!In this episode, Carolanne Chavanne, CFP®, sits down with travel advisor Lora Fisher to discuss s...
05/21/2026

🎙️ New Podcast Episode!

In this episode, Carolanne Chavanne, CFP®, sits down with travel advisor Lora Fisher to discuss smart travel planning. They cover airfare trends, travel insurance, booking timelines, and how to balance budget with a great travel experience. ✈️🌍

👉 Watch it here: https://www.youtube.com/watch?v=OdsQcRbGEw0&t

🚀 Quarterly Market InsightStocks surged in April, notching their best month in five years as investors cheered upbeat ec...
05/14/2026

🚀 Quarterly Market Insight

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Click here to view the full report 👉 https://thinkfinance.io/SXo3N9ZJ6M

Retiring soon? Our checklist helps you stay organized and on track with key financial and planning steps. Visit our Life...
05/07/2026

Retiring soon? Our checklist helps you stay organized and on track with key financial and planning steps. Visit our Life Transitions Toolkits page using the link below to get started.

Link: https://prosperitywealthplanning.com/life-transitions-toolkits

Like 👍 or share this post if you (or someone you know!) is preparing for retirement.

🚨 Education Series Alert | Supercharge Your FinancesIn our latest episode, Carolanne explains what the CFP® designation ...
04/30/2026

🚨 Education Series Alert | Supercharge Your Finances

In our latest episode, Carolanne explains what the CFP® designation means, how it differs from a general “financial advisor,” and why it matters when choosing who to trust with your financial future.

🎥 Watch now: https://www.youtube.com/watch?v=siwDcecebHo

Prosperity Wealth Planning is excited to share that Easton Price, CFP® and Certified Divorce Financial Analyst, was fea...
04/22/2026

Prosperity Wealth Planning is excited to share that Easton Price, CFP® and Certified Divorce Financial Analyst, was featured on a recent X Wives Lounge Podcast for a two-part conversation on money, divorce, and rebuilding after this major life transition.

He shares his personal story as well as discussing how finances and emotions intersect during divorce, what people often overlook financially, and the reality of starting over.
🎧 Listen to Part 1 & Part 2 of the X Wives Podcast featuring Easton Price:
https://www.youtube.com/watch?v=qDNa6H-CQ8Q&t
https://www.youtube.com/watch?v=oUJ6j1tEr2c&t

Address

3349 Michelson Drive Suite 200-8E
Irvine, CA
92612

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19496374130

Website

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