our business

Hiring: Manager of Office Operations

ProsperiTea Planning is looking to expand our team! We are currently looking for a Manager of Office Operations, who will be responsible for multiple day to day office tasks. These tasks and at times special projects will have an overarching theme always to relieve and delight the clients of the firm. A strong attention to detail and follow through is needed to be successful in this role. Responsibilities include: Receives and processes pieces of paper […]

Introducing Sam Plotkin, CFA, speaking on “Financial Markets and the Business of Providing Financial Advice”

We had such a lovely Open House! Sam Plotkin introduced himself with a presentation on his thoughts about the investment markets. Happily, Gary recorded it via Zoom so you can watch his very entertaining and informative 20 minute presentation here: