Chris Grellas, CFP®, MSFA
Your Wealth. Your Life. Your Financial Journey.
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ProsperPlan Wealth
Chris Grellas, CFP®, MSFA
Gold River, CA
Serving Clients Nationwide
Your Wealth. Your Life. Your Financial Journey.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Biblical Finance
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Chris Grellas, CFP®, MSFA
Hi, I'm Chris Grellas. As a CFP® Professional, and co-founder of ProsperPlan Wealth, I serve my clients with absolute integrity and dedication.My approach is grounded in my Christian faith and conviction in treating others in the way I would like to be treated, as taught by Jesus in Matthew 7:12. I strive to always put my clients' best interests above my own, providing personalized financial planning that aligns with their unique needs and goals.
Following a Family Legacy
With an MSFA (Master of Science degree in Financial Analysis) from the University of San Francisco, a Bachelor of Science in Business Administration with a concentration in Finance from Sacramento State, and extensive expertise in retirement planning, Roth conversions, financial technology, and tax efficient planning, I am a student of all things related to investing and financial planning and am well-equipped to guide you through your entire financial journey.
As a Sacramento native, I have a deep connection and long history in the community, having been born and raised here. I am passionate about giving back, and often serve as a guest speaker at local schools, including my alma mater, Rio Americano High School.
Life Outside of Work
Beyond my professional life, I find fulfillment in serving at the youth group of City Bible Church of Sacramento and spending quality time with friends and family. I love cooking, often preparing a full rotisserie lamb for family gatherings.
My Greek heritage is a significant part of who I am, and I share my home with four cats named after famous Greeks: Leo, Elsa, Achilles, and Phila.
On winter weekends, you can find me skiing, and throughout the rest of the year, I enjoy attending and participating in local events. I live with my lovely wife, Tanya, and our beautiful daughter, Kaira, and I strive to balance my professional commitments with a rich and fulfilling personal life.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Financial Analysis (MSFA)
Primary Location
2377 Gold Meadow Way, Suite 100, Gold River, CA 95670
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory meeting. Discover more about your financial journey with ProsperPlan Wealth in this complementary introductory session. We will provide an overview of our services, discuss your financial goals, and outline how our expertise can support your aspirations. I look forward to speaking with you.Offers Investment Management
Yes
About ProsperPlan Wealth
Choosing ProsperPlan Wealth means choosing a partner who is dedicated to your financial well-being. We are here to help you navigate life's transitions, plan for the future, and achieve your financial goals with confidence and peace of mind.We believe this is how advising, and life, should be.
Who We Help
At ProsperPlan Wealth, we know that each client has a unique vision and specific goals and circumstances. While not comprehensive, here are some of the people and groups we proudly serve:
✔️ Retirees & Pre-Retirees
We work closely with retirees and their family members offering comprehensive financial planning that spans generations and supports those going through significant life transitions. In the event of death, we help partners regain their footing, make difficult but important financial decisions, and find their way.
✔️ Business Owners
Small businesses are a cornerstone of the economy and the American dream. As a close-knit firm that emphasizes community, we understand you and you are important to us. Our expertise extends to small business owners who are approaching retirement, providing tailored financial strategies to ensure a smooth and prosperous transition.
✔️ Kaiser Permanente Employees
We have a long history of devotion to meeting the financial needs of the nurses and healthcare professionals at Kaiser Permanente. We take immense pride in supporting the people who help keep us healthy, and we make it our business to know the ins and outs of Kaiser Permanente’s retirement plans and benefit packages.
How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Education
University of San Francisco, Masters of Financial Analysis | California State University-Sacramento, Bachelor of Business Administration (B.B.A.), Finance and Certified Financial Planning
Hobbies and Interests
- Family
- Skiing
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 9, 2025
Relationship to Financial Advisor: Client as of Oct 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 10, 2025
I recently had met with Chris and couldn’t be more satisfied with the experience. He’s extremely professional, knowledgeable, and really took the time to understand my goals. He took the time to explain concepts I wasn’t familiar with in a clear and understanding way. I left the meeting feeling more informed, confident, and with a clear roadmap of my future goals.
If you're looking for a trustworthy and insightful financial consultant who will prioritize your long-term success, I highly recommend Chris!!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 30, 2025
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 29, 2025
Lauren Williams at Prosperplan is a rock star in helping people set up investments and wealth plans to help manage money to sustain you as you age. Her insights into planning for your future help you foresee situations that most people do not consider. In my case, I had complex Trust issues that needed processes to mange funds in my role as the Trustee. She was able to simplify the accounts in a way that achieved accountability and investment growth. I recommend Lauren without reservations. I’ve worked with Lauren for nearly 20 years and she has never let me down. With ProsperPlan Wealth she has assembled a team of like minded professionals who support her in delivering on her mission.
Relationship to Financial Advisor: Client as of Aug 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 29, 2025
Lauren isn’t just an advisor to her clients—she’s also a mentor to other advisors across the industry. I’ve truly appreciated her candid feedback, the way she helped me learn how to grow my business, and her encouragement to take action. My biggest takeaway: just get started. It all begins with putting an appointment on the calendar—that one commitment can be the first step toward getting your financial life (or your advisory business) in great order.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2025
I've lived overseas and worked internationally for much of my life, and so with foreign pensions, and now with stock options from domestic tech companies, my financial situation is more complex than most. I worried about it all the time! A dear friend recommended Lauren at ProsperPlan and literally 10 minutes into the meeting I knew I was in the right place. She's very low pressure, no sales, and no slick lines, she spent a lot of time answering my questions and showing me what my options are to, not only reach my financial goals, but to stop worrying about money! From beginning to end she's just been a pleasure to do business with.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 26, 2025
Very knowledgeable, knows his business to the bones. Definitely 5 stars
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 24, 2025
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 23, 2025
I had an excellent experience working with Chris. Chris took the time to walk me through everything in detail, making sure I fully understood each step of the process. He was thorough, patient, and very professional. I really appreciated how he tailored the setup to my specific needs and didn’t rush through anything. It’s clear he genuinely cares about his clients and wants the best outcome for them. I feel confident moving forward with the plan we built together. Highly recommend Chris to anyone looking for a knowledgeable and dedicated financial advisor!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Lauren and Chris provide insightful and detailed financial analysis and planning. I have know Lauren for 9 years and Chris for 3. They have great knowledge and experience. Their team is associated with one of the best financial management companies (New Edge Advisors) in the business. And as such is able to provide for all my financial needs. I have been overwhelmingly satisfied with both the professionalism and personal interest in my financial needs and goals. I fully recommend Prosper Plan Wealth management for anyone looking to improve the path along their financial journey.
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
I’ve had an amazing experience at ProsperPlan. They really took the time to understand my goals and created a clear, personalized plan that gave me confidence about my financial future. Highly recommend to anyone looking for a knowledgeable and trustworthy advisor!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 10, 2025
Working with Lauren Williams has been a great experience. She really takes the time to understand your goals and treats your financial plan like it's her own. She's always quick to respond, available when you need her, and genuinely cares about helping you succeed. I feel confident knowing she's in my corner
Relationship to Financial Advisor: Client as of Aug 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 10, 2025
It's refreshing to see a firm that actually gets how important family is AND genuinely cares. It's not just about the numbers, it's about making sure people are secure. That family-forward approach is impressive
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 10, 2025
Great team of financial advisors! I have known Chris for a long time and appreciate the integrity, care and great communication
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 9, 2025
I had an excellent experience working with Chris with my retirement financial goals. He took the time to ask, understand, and evaluate my investments to help me best prepare for retirement. His knowledge and professionalism gave me confidence in my decisions and he answered any questions I had with my retirement. I highly recommend him to anyone that needs any guidance to reach their retirement goals!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 8, 2025
Lauren is incredibly knowledgeable, approachable, and genuinely cares about helping her clients succeed. She’s made the process of starting my personal finance journey feel clear and achievable, and I’m so grateful for her guidance. I can see why my family trusts her—she truly goes above and beyond for the people she works with.
Relationship to Financial Advisor: Client as of Aug 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 7, 2025
Lauren will always explain her rational for recommending an investment strategy for you. She will talk in depth about the calculations and software she uses if you want to. Explaining the details is important to her. After she presents her recommendations, she does not pressure you to make changes. You’re investing in your future. You have to feel good about making the moves she suggests. She understands that.
Relationship to Financial Advisor: Client as of Aug 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 7, 2025
Definitely recommend! The credentials and knowledge of retirement planning are well-deserved. People are in good hands with them.♥
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 7, 2025
I hear great things. Lauren is amazing at putting people at ease. They make everything make sense. It’s awesome that they help people feel confident.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 7, 2025
They are the best. The knowledge of what I could do with my investments and then the choices I can make put my mind at ease about our long term future. The way Lauren explains things so that we can understand, is perfect. I highly Lauren to all my family and friends.
Relationship to Financial Advisor: Client as of Aug 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 7, 2025
Both Chris and Lauren impressed me with the knowledge, care and effort they put into their partnership. I'm kicking myself for not having reached out sooner. They're family focused, understand complex business scenarios, have a great support team and (I love this part the most) show some impressive returns. This feels very different from so many other advisory conversations I've been a part of. Highly recommend!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 7, 2025
I’ve known these folks for a while now. Their ability to drive results is awesome. Through a ton of market shifts and big life changes both Lauren and Chris have helped us feel confident in our future.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 6, 2025
The professionals at ProsperPlan Wealth truly stand out due to their exceptional knowledge and dedication. From my initial consultation, it was clear that they prioritize understanding each client's unique financial situation and goals. Their advice is well-researched, clearly explained, and tailored to individual needs, making complex financial concepts easy to grasp.
What impresses me most is their commitment to ongoing support and education. They regularly provide updates on market trends and investment opportunities, ensuring clients are well-informed and confident in their financial decisions. The team's responsiveness and willingness to address any concerns promptly further enhance the client experience.
Overall, ProsperPlan Wealth offers a blend of expertise, personalized service, and genuine care for their clients' financial well-being. Their professionalism and dedication make them a trusted partner in navigating the complexities of wealth management.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 6, 2025
Hands down the best financial experience I’ve ever had!
Working with Prosper Plan Wealth was a total game-changer. They didn’t just throw numbers at me—they took the time to break everything down in a way that actually made sense. They are professional, approachable, and seriously knows their stuff. I walked away feeling more confident, informed, and finally in control of my financial future.
If you’ve been putting off getting your money right, stop. Call them. You’ll wish you did it sooner.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 6, 2025
Chris is kind, patient, and always available when I have questions. He brings a calm, thoughtful presence to every conversation and offers sound financial advice grounded in Biblical wisdom. His approach is caring, clear, and values-driven—I’m truly grateful to have him as my advisor.
Relationship to Financial Advisor: Client as of Aug 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 6, 2025
Shannon Auger has a very special ability to communicate. She is patient and understanding.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 18, 2025
Chris is very knowledgeable and working with him feels like working with a close trusted friend. He respects time well and is always eager to help.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 9, 2025
Met with Chris to review retirement savings accounts. He was really helpful and thorough in explaining how different investment options work and which would be the best for me currently, and what changes I should make to them when I’m closer to retirement. He went above and beyond & helped me project different retirement ages and what savings I would have at those ages. Super helpful meeting! Thanks Chris!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 4, 2025
ProsperPlan is my go to financial security planning. Chris Grellas was amazing in his craft and helped stabilize my retirement portfolio!! He knows what to do and is professional and knowledgeable.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 4, 2025
I recently worked with a Chris Grellas to review and optimize my 401k, and I couldn’t be more impressed with the service I received. From the very start, he took the time to thoroughly explain my options, breaking down complex investment strategies in a way that was easy to understand. He was patient, detail-oriented, and tailored their advice to my specific financial goals and risk tolerance.
What stood out the most was how informative and accessible Chris was throughout the entire process. I never felt rushed or overwhelmed, and he always ensured I had a clear understanding of my decisions before moving forward. Thanks to his expert guidance, I now feel much more confident about my retirement planning and the future of my 401k.
I highly recommend Chris to anyone seeking professional, personalised, and comprehensive financial advice. His dedication and expertise truly made a difference in my financial journey!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 1, 2025
My wife and I have been helped greatly by Chris' financial services. He has taken a lot of the mystery out of our retirement and investment options. It's is great peace of mind to feel like we are not blindsided by things that we should've known. Furthermore, he helped us avoid a few mistakes! We highly recommend his service!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 19, 2024
Chris was very thorough and knowledgeable. He is able to help give guidance and provide steps to take as well as logical and functional long term plan and goals. I am very grateful seeing that initially my situation seemed hopeless. Yet within. A month I am already noticing positive impacts to my finances little by little I am able to get control of my financial situation Thanks Chris!!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 7, 2024
Fantastic financial expertise with knowledgeable advice + recommendations :)
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 19, 2024
I’ve known Lauren for many years. Throughout her career, she's developed a reputation for being the best financial advisor for healthcare workers. As a Nurse Practitioner, I appreciate other professionals who have a mastery in the craft. If you're considering working with an advisor and happen to be healthcare worker, you're in the right place for great financial guidance.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2024
ProserPlan Wealth is an wonderful place filled with amazing people who are with you every step of the way. I would definitely recommend this place to anyone who is reading this!!!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 16, 2024
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.
Relationship to Financial Advisor: Client as of Sep 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 16, 2024
Chris's integrity is impeccable. He is straightforward, honest, and his commitment to being a proactive financial advisor is stellar. He is an excellent listener, compassionate, and demonstrates great understanding of your financial needs and goals. You can always count on his advice to be clear, relevant, and prudent.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 13, 2024
Chris Grellas stands out as a financial advisor who puts his clients' interests first, combining expertise with genuine care. His ethical approach and Christian values shine through in every interaction, creating a foundation of trust. With Chris at the helm, clients can feel confident navigating their financial journeys, knowing they have a knowledgeable and honest partner by their side.
Sources
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 8, 2024
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.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 7, 2024
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!!!
Relationship to Financial Advisor: Client as of Sep 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 3, 2024
At ProsperPlan Wealth, Lauren and Chris understand the importance of wealth management and client care. I confidently recommend ProsperPlan to my clients who are looking for a financial advisory firm who understands wealth management is not just a numbers business, but a people business.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2024
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.
Relationship to Financial Advisor: Client as of Aug 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 26, 2024
Chris is the best financial planner I could possibly ask for. Began working with him on my retirement fund several years ago during the pandemic and I have been exceptionally pleased with the results of his advice and guidance. Would recommend to anyone!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 26, 2024
I’ve had the pleasure to work with Chris professionally, and I will continue to recommend him to my clients and colleagues. Chris is knowledgable with considerable experience in the industry, employs ethical practices, and cares deeply for his clients. You will be in very capable hands with Chris!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2024
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.
Relationship to Financial Advisor: Client as of Aug 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2024
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.
Relationship to Financial Advisor: Client as of Aug 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2024
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2024
Relationship to Financial Advisor: Client as of Aug 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2024
It has been a complete pleasure to work with ProsperPlan Wealth and more specifically, Lauren Williams. Her expertise and professionalism shine through in every interaction we have had. I really appreciate having her knowledge and expertise in my court as I walk through life.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 25, 2024
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.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 22, 2024
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.
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 13, 2024
As I draw nearer to my retirement years, I was looking for someone to assist me with my finances so I could be certain my family and I would be secure as I head into my golden years. I contacted Lauren with ProsperPlan and to say I was blown away by her expertise, knowledge, and care would be an understatement! She truly helped me understand where we are now and was able to give me a visual picture of where we would be financially given several different scenarios. I feel at ease now, knowing that I have her guidance as she walks me through making smarter money moves.
Lauren, our family is thrilled to Prosper with your Plan!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 9, 2024
They are so knowledgeable! I knew what I wanted for myself for the future but I didn’t know how to jumpstart. After leaving I felt so comfortable with the next steps and ready to tackle these goals for myself. Highly highly recommend!
Relationship to Financial Advisor: Ad-hoc Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Please see important disclosures below awards View Disclosures
Wealthtender Awards
Chris Grellas, CFP®, MSFA received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Award Disclosures
Wealthtender awarded Chris Grellas, CFP®, MSFA with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although ProsperPlan Wealth compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
