ProsperPlan Wealth lands dual nomination in Sacramento Business Journal competition

ProsperPlan Wealth has been nominated in both the Favorite Financial Planner and Favorite Wealth Manager categories for the Sacramento Business Journal’s 2026 Favorites competition. Public voting runs through Aug. 7, following the firm’s first-place and second-place finishes in last year’s contest.

Why it matters: - The nomination gives ProsperPlan Wealth another chance to convert local recognition into broader visibility with Sacramento-area readers and business owners. - A win could reinforce the firm’s standing in a competitive regional market for financial planning and wealth management. - The contest is decided by open public voting, so client loyalty and community reach matter as much as professional reputation.

What happened: - ProsperPlan Wealth was nominated for the Sacramento Business Journal’s 2026 Favorites competition in two categories: Favorite Financial Planner and Favorite Wealth Manager. - The firm is co-founded by Lauren Williams, CFP®, CRPC®, MBA, and Chris Grellas, CFP®, MSFA. - In the 2025 competition, ProsperPlan Wealth finished first in Favorite Financial Planner and second in Favorite Wealth Manager. - Public voting is open through Aug. 7. - More information is available on the Sacramento Business Journal’s website.

The details: - Winners are determined through region-wide voting by Sacramento Business Journal readers and area business owners. - ProsperPlan Wealth describes itself as a fee-only, 100% fiduciary financial planning firm with offices in Gold River and Roseville, California. - The ProsperPlan Wealth partner advisory team is composed entirely of licensed fiduciaries who hold the CFP® designation. - The team also includes advanced degrees in finance, including an MBA with an emphasis in Financial Planning and an MSFA. - The firm says its focus includes retirement planning, tax strategy and life transitions. - ProsperPlan Wealth says it helps retirees, families, healthcare workers and business owners create and implement holistic financial plans. - Advisory services are offered through NewEdge Advisors, LLC, a registered investment adviser. - The firm’s website is prosperplan.com. - ProsperPlan Wealth also maintains public social channels on LinkedIn, Facebook and X.

Between the lines: - The back-to-back recognition suggests ProsperPlan Wealth has built a recognizable local brand beyond its client base. - A dual nomination can signal breadth, since financial planner and wealth manager are related but distinct categories. - The firm is using the nomination to highlight a fiduciary, education-driven model that may appeal to consumers looking for transparency and long-term guidance.

What's next: - Sacramento-area voters can keep casting ballots until Aug. 7. - ProsperPlan Wealth will find out whether last year’s strong showing turns into another top finish when the competition closes. - The result could shape the firm’s local momentum heading into the rest of 2026.