Overview

ProsperiTea Planning

Information by Research TrustFinance

https://www.prosperiteaplanning.com/

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.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service