ProsperiTea Planning
Information by Research TrustFinance
ProsperiTea Planning is a registered investment adviser (RIA) founded by Hana Guarino. The firm operates on a fee-only basis, focusing on providing accessible and sophisticated financial advice without the conflicts of interest associated with commission-based models. Its mission is to empower a younger demographic, particularly women and couples, to take control of their financial lives by creating simple, actionable financial plans and managing investment portfolios. The company operates virtually, leveraging technology to serve clients nationwide.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial