ProsperPlan Wealth - Gold River, California

Byron Walker

I have had the pleasure of working with Lauren Williams for many years, and I cannot express enough how invaluable her expertise and dedication have been to my financial well-being. Lauren has not only helped me navigate the complexities of my investments, but she has also managed my mother's trust with the utmost care and professionalism.

From the very beginning, Lauren has taken the time to understand my financial goals and has consistently provided insightful advice tailored to my specific needs. Her deep knowledge of the financial markets, coupled with her ability to explain complex concepts in a clear and understandable way, has given me immense confidence in my financial decisions.

When it came to managing my mother’s trust, Lauren approached the task with the same level of commitment and attentiveness. She ensured that the trust was managed efficiently, respecting both my mother’s wishes and the needs of our family. Her compassionate and thoughtful is really helping to get things in order for my mom as she gets older.

Lauren’s professionalism, combined with her genuine care for her clients, sets her apart from others in the industry. She has always been readily available to answer my questions, address concerns, and provide guidance whenever needed. I am truly grateful for the peace of mind she has given me over the years.

I highly recommend Lauren Williams to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. Her many years of experience and her unwavering commitment to her clients make her an exceptional partner in managing financial investments and trusts.

Ian Durell

Choosing ProsperPlan has been one of the best actions I've taken regarding my financial well-being. I couldn't recommend Lauren and her team any higher. The knowledge and support I've received here are inspiring. Navigating financial management and my future/retirement can be overwhelming, however, I feel confident and cared for. I've been with other financial planning services but I didn't get the same mentoring that I have at ProsperPlan. I wish I had known about them sooner!!!

Jay Ski

Our family has worked with Lauren for a few years now. One of the many things we appreciate about her is her ability to analyze a financial situation we have and make a concise but detailed recommendation in a very timely manner. Also, when our mother passed away, Lauren was able to help us with organizing her finances so that it didn’t seem so overwhelming to us. Lauren is also very good at having regular meetings with us to discuss our financial situation and what the current market outlook is. Overall, we are very happy working with Lauren.

Lee Auger

ProsperPlan has been a perfect fit for my financial and investment needs.

Lauren and her team asked questions about my financials goals and welcomed my questions about their company. Their passion for helping their clients achieve financial security was obvious. Very professional, but personal as well. A great mix, and as a result, I feel more secure about reaching my financial goals.

James Nelson

I was referred to Lauren as their best Kaiser retirement person and she didn't disappoint. She presented me all my options in a no pressure manner. I made my decision and she made the transactions with ease.
She continues to communicate with strategies and adjustments.
When my coworkers found out about how easy it was and how much my portfolio has increased I am asked for her number frequently.

Max Teee

Chis is one of the most intelligent and financially literate individuals I have met. He provides very sound financial advise from a very holistic standpoint encompassing all areas of wealth building and financial preservation which is key to building generational wealth. Lots of financial advisors out there are just stock brokers trying to put you in the highest commission paying investments and not truly looking out for your best interest. Chris treats his clients as if he were giving advise to his own family which is something that the industry is seriously lacking.

Kristine Schwedler

I've had the privilege of working with Lauren and Chris at ProsperPlan. Their passion for helping others and their expertise in the industry make them an exceptional choice for anyone seeking sound financial guidance and a trusted partner. They bring a wealth of knowledge, integrity, and dedication to their clients, but their personal approach truly sets them apart.

Sean D Harvey

I have known the people at ProsperPlan for over a decade and I have absolute confidence in their honesty, professionalism, expertise, and the purity of their motivations. Plus, they love helping people live better lives and achieve their financial goals. They are great listeners and good people. The minute you spend any time working or meeting with them, I believe you'll quickly and clearly see how there is really a difference, and that all advisory firms are not created equal.