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A digital platform with a human touch

With BrightPlan you get face-to-face access to experienced financial advisors without any additional fees.
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“When choosing an advisor, it's all about trust. The three pillars of trust are philosophy, experience and certification. BrightPlan has an intriguing service offering in this respect.”

Robert Merton
Nobel Prize-winning Economist, Professor At MIT

Our team of financial advisors

As a BrightPlan client, you can meet with experienced financial advisors and discuss things such as: optimizing for retirement savings (inside and outside of your company 401(k)), stock options and equity incentives, as well as tax, estate, and insurance planning.

CFA, CFP®

Peter Lazaroff

CFP®, AIF®

Haleigh Albers

C.P.A., CFP®

Brian King

MBA

Meagen Wagner

CFP®

Derek Jess

CFA, CFP®

Daniel Lee

CFP®, AIF®

Sean Kyle

CFP®, AIF®

Wesley Leftwich


Emily Jackson

CFP®

Chris Arnold

CFP®

Ben Tesson

CFP®

Drew Tingle