What departments does Prosperity Planning Inc have?

Prosperity Planning Inc has employees across 2 departments including Operations, Finance.

What is the largest department at Prosperity Planning Inc?

The largest department at Prosperity Planning Inc is Finance with 4 employees.

Where are Prosperity Planning Inc employees located globally?

Prosperity Planning Inc has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Prosperity Planning Inc's team size changed over time?

Prosperity Planning Inc's team has decreased from approximately 10 to 9 employees based on available data.

Prosperity Planning Inc Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Prosperity Planning Inc is a fee-only financial planning firm in the financial services industry, based in Kansas City, Missouri. The team includes CERTIFIED FINANCIAL PLANNER™ professionals and an in-house Certified Public Accountant who provides tax planning across client wealth. The firm follows a written, customized process that translates client goals into actionable recommendations and identifies financial obstacles and opportunities. Its scope covers investments, tax planning, college funding, health care and insurance planning, employee benefits, stock options and restricted stock guidance, estate planning and beneficiary reviews, charitable giving strategies, and, for business owners, exit planning and business valuation.

The firm serves pre-retirees, business owners, divorcees, and high-income women seeking professional guidance to optimize their finances. Based in Kansas City, Missouri, it operates as a fee-only fiduciary financial planning practice, and in January 2022 announced the addition of an Associate Financial Advisor to its team.

Prosperity Planning Inc Global Highlights

North America
14

United States Of America
14

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Prosperity Planning Inc's Leadership

R. N.
President
Mobile Phone
Email
D. R.
Partner
Mobile Phone
Email
C. R.
Founding Partner And Wealth Manager
Mobile Phone
Email
G. A.
Managing Director
Mobile Phone
Email
J. H.
Operations Manager
Mobile Phone
Email
R. W.
Financial Advisor
Mobile Phone
Email
J. W.
Financial Planning Associate
Mobile Phone
Email
P. P.
Client Service Associate
Mobile Phone
Email

Prosperity Planning Inc Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Support
Accounting
Administrative
Other
Analytics

Contact profiles from Prosperity Planning Inc

Name

Title

Contact Info

Location

Last Update

D. R.
Partner
Mobile Phone
Email
United StatesMissouri
Apr 16, 2026
C. R.
Founding Partner And Wealth Manager
Mobile Phone
Email
United StatesMissouri
Sep 11, 2025
R. N.
President
Mobile Phone
Email
United StatesMissouri
Nov 12, 2025
G. A.
Managing Director
Mobile Phone
Email
United KingdomKent
Apr 20, 2025
J. H.
Operations Manager
Mobile Phone
Email
United StatesMissouri
Apr 17, 2026
R. W.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Sep 26, 2025
J. W.
Financial Planning Associate
Mobile Phone
Email
United StatesMissouri
Apr 20, 2026
P. P.
Client Service Associate
Mobile Phone
Email
United StatesMissouri
Apr 16, 2026
J. L.
Associate Financial Advisor
Mobile Phone
Email
United StatesMissouri
Feb 17, 2026
A. H.
Associate Financial Advisor
Mobile Phone
Email
United States
Sep 27, 2025

Frequently Asked Questions

What is Prosperity Planning Inc known for?

Prosperity Planning Inc was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 1920 Buchanan Street North Kansas City, Missouri 64116 United States; you can contact the main corporate office by phone at

+1-816-587-****

. Explore Prosperity Planning Inc's company overview page for more information.

What is Prosperity Planning Inc's most common email format?

Prosperity Planning Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prosperity Planning Inc email formats with LeadIQ.

How many employees does Prosperity Planning Inc have currently?

Prosperity Planning Inc has approximately 13 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Prosperity Planning Inc's key employees and leadership?

As of May 2026, Prosperity Planning Inc's key employees include:

President: R. N.
Partner: D. R.
Founding Partner And Wealth Manager: C. R.
Managing Director: G. A.
Operations Manager: J. H.

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Prosperity Planning Inc Employee Directory

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