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

Prosperity Wealth Planning

Home
United States
Irvine, CA
Prosperity Wealth Planning

We are a financial planning firm for professionals and retirees.

08/27/2026

Our planning team had a great time at Toyota Auto Body in Long Beach earlier this month, presenting to the Toyota team members!🚗🎉

We shared insights and strategies designed to help solidify their financial foundations and make the most of the years ahead.

Thank you to the Toyota team for having us! We enjoyed the opportunity to connect, share ideas, and have meaningful conversations about financial planning. 👏✨

08/20/2026

⛳ Early Bird Pricing Ends September 1st!

We’re proud to sponsor the 11th Annual aMAYZing Kids Golf Tournament on Friday, September 18 at Tijeras Creek Golf Course.

This special event supports aMAYZing Kids Pediatric Therapy Clinic, helping provide children with the therapy and support they need to thrive. 💙

Register by September 1 to take advantage of Early Bird pricing: https://www.charityvalet.com/amayzingkidsgolf26/tourn1.asp

08/13/2026

Have you had the important conversations with your family about your wishes, values, and the legacy you hope to leave behind? These conversations can be difficult, but they can also bring clarity and understanding.

Join us for More Than Money: A Legacy Planning Panel as experienced professionals share their perspectives on legacy planning and the conversations worth having.

📅 Wednesday, August 26 at 4:00–5:00 PM PT
💻 Virtual Webinar
⌨️ Register here: https://calendly.com/easton-prosperitywealthplanning/more-than-money-a-legacy-planning-panel/2026-08-26T16:00:00-07:00?month=2026-08&date=2026-08-26

08/06/2026

What if you could retire at 55? Early retirement is possible, but it takes more than just reaching a savings goal.

In our latest Supercharge Your Finances – The Education Series episode, Ava Pompay, CFP®, walks through key questions to consider before making the leap, including healthcare, taxes, and retirement income planning.

🎧 Tune in now: https://www.youtube.com/watch?v=9MKiBeCJa8I&t

07/30/2026

🎙️ New Podcast Episode!

In this episode, the Prosperity Wealth Planning team explores the deeper meaning of legacy and why it goes beyond what we leave behind financially. They discuss how thoughtful planning can help families preserve their values, share their stories, and create a lasting impact for future generations.

Listen here: https://www.youtube.com/watch?v=40y91wPOmzs&t

07/23/2026

Legacy planning is about more than money - it's about preparing the people you love for life's most important transitions.

Join us for More Than Money: A Legacy Planning Panel, where a panel of experienced professionals will share valuable insights from their unique perspectives on creating a meaningful legacy.

📅 Wednesday, August 26, 2026
🕓 4:00–5:00 PM PT
💻 Virtual Webinar
Register here: https://calendly.com/easton-prosperitywealthplanning/more-than-money-a-legacy-planning-panel

07/15/2026

Join us in celebrating Jordan this month! 🎉

This week marks Jordan's second work anniversary with Prosperity Wealth Planning, and later this month, he'll also be celebrating his birthday! 🎂

We're grateful for Jordan's dedication, professionalism, and the positive impact he makes on our team and our clients every day.

Please join us in congratulating Jordan on his work anniversary and wishing him an early happy birthday. Here's to another wonderful year ahead! 🥂🥳

07/10/2026

💡 Education Series Alert | Supercharge Your Finances

How do you replace your paycheck once you retire? In our latest episode, Jordan Bromley, CFP®, walks through how different retirement income sources can work together to help create a reliable income strategy.

Watch here: https://www.youtube.com/watch?v=szaxhhCWvik&t

07/08/2026

🎉 Happy Birthday, Carolanne! 🎉

Today we're celebrating someone who brings so much heart, positivity, and dedication to everything she does. 💜

Please join us in wishing Carolanne a very Happy Birthday! Leave your birthday wishes in the comments and help us make her day even more special. 🎂🥳

07/04/2026

Happy 4th of July! We hope you have a wonderful holiday celebrating our great country, the freedoms we enjoy, and the many opportunities they make possible. Wishing you a safe, fun, and memorable Independence Day with family and friends!🎉🎆🥳

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

https://prosperitywealthplanning.com/

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