about.
Prosperino Planning Concepts has been established to enable our clients to live a simplified and coordinated financial life with the assistance of our highly personalized, educational, and elite services.
The vision consists of providing a better client experience through total customization. One where a full range of personal financial concierge services are based on decades of financial expertise and personalized services that start with truly understanding the client. Services are tailored to each unique financial lifestyle, and strategies are customized to help clients build and maintain the financial lives they desire.
Prosperino Planning Concepts has three key pillars: think. plan. achieve.
think . . . to use one’s mind actively to form a connected . . .
plan . . . a detailed proposal or intention specifically designed to . . .
achieve . . . the ultimate success brought about by effort, skill and courage.
tasks and facts.
financial and lifestyle management.
objective goal development and tracking.
personal cfo services.
coordination.
built to grow with you.
total independence.
the founder.
Jennifer L. Prosperino CPA/PFS has nearly twenty-five years of experience advising a diverse group of sophisticated high-net worth individuals including professional athletes, attorneys, executives, entrepreneurs, divorcees, and widows. Ms. Prosperino advises her clients on all aspects of their financial lives, turning complex and technical concepts into simple terms so that each client can better understand and be able to make well thought out decisions. Acting as a financial quarterback, she sees that planning is coordinated with clients’ attorneys, brokers, insurance agents and other advisors as well as with family members. With her extensive expertise she strives to leverage opportunities and to provide high-value creative services to her clients.
