ProsperPlan Wealth wins two top Sacramento honors for 2026

ProsperPlan Wealth took Gold in both Favorite Financial Planner and Favorite Wealth Manager in The Sacramento Bee’s 2026 Sacramento Favorites competition. The dual win, decided by public voting, adds momentum to the Gold River firm’s growing profile across the Sacramento region.

Why it matters: - ProsperPlan Wealth now holds the top spot in both major personal finance categories in Sacramento’s public-vote competition. - The dual win reinforces the firm’s local brand with prospective clients who want fee-only financial planning, retirement help, and wealth management under one roof. - The recognition comes as the firm expands education efforts and broadens its reach with retirees, families, healthcare workers, and business owners.

What happened: - ProsperPlan Wealth was voted Favorite Financial Planner and Favorite Wealth Manager in The Sacramento Bee’s 2026 Sacramento Favorites competition. - The firm earned Gold in both categories. - Winners were decided by public voting across the Sacramento region. - The company is co-founded by Lauren M. Williams and Chris Grellas. - ProsperPlan Wealth is based in Gold River and serves clients from offices in Gold River and Roseville.

The details: - ProsperPlan Wealth offers financial planning, retirement planning, investment management, tax planning and estate planning. - The firm says it brings pensions, taxes, estate documents and savings together into one plan so clients know where they stand and what comes next. - The leadership team includes Shannon Auger, Kris Schwedler, Cristobal Lopez and Sean David Harvey. - ProsperPlan’s marketing division is led by Advantagy Managing Partner Pete Tkachuk. - The partner advisory team all hold the CFP® designation and have advanced degrees in finance, including an MBA with an emphasis in Financial Planning or an MSFA. - The firm is fee-only and fiduciary. - Advisory services are offered through NewEdge Advisors, LLC, a registered investment adviser.

Between the lines: - The win is a step up from 2025, when ProsperPlan finished first and second in the same competition categories. - The firm’s awards and education-heavy positioning suggest a strategy built around credibility, not just performance claims. - ProsperPlan has also used content and training to reach outside traditional high-net-worth audiences. - Chris Grellas was named to the Sacramento Business Journal’s 40 Under 40, Class of 2026. - Lauren M. Williams was named one of InvestmentNews’ Top Female Advisors in 2025.

What’s next: - ProsperPlan is likely to keep leaning on its Sacramento recognition as it grows its client base. - The firm recently launched Kaiser Permanente Retirement University, a free curriculum for Kaiser Permanente employees and their families. - The program covers retirement-plan basics, including pension eligibility and how to file retirement paperwork. - The team says it will continue writing for financial publications, mentoring future advisors and helping clients make informed decisions about their wealth.

The bottom line: - ProsperPlan Wealth turned local visibility into a clean sweep, and the firm now has a stronger public signal that its planning model is resonating in Sacramento.