BrightPlan is the first financial wellness solution certified by CEFEX for fiduciary excellence. BrightPlan financial planners are required to act solely in employees’ best interests when offering personalized advice. They do not sell products nor receive commissions.
Background & Expertise
BrightPlan’s financial planners share similar backgrounds to the employees that they serve. More than half are women and people of color. We also offer support for Spanish-speaking employees.
Our financial planners have expertise in the following areas:
The BrightPlan Difference
Learn more about BrightPlan’s integrated digital app and financial planner solutionDownload Brochure
*Satisfaction score is based on post-planner call client surveys as of April 2022.
US financial planners may be employees of BrightPlan or employees of one of our strategic partners in a sub-advisor capacity. Non-US Financial planners are employees of our strategic partners.
BrightPlan is certified by the Centre for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors.
Total Financial Wellness
On average, a company with
5,000 employees sees $340,000*
in potential annual value from BrightPlan. See how you compare.
*Disclosure: Assumes a 5,000-employee technology company with an average salary of $80,000 and a 2% annual turnover, with a 3% reduction in costs associated with healthcare premiums, payroll taxes, turnover, absenteeism and delayed retirement