BrightPlan Adds HR and Tech Leaders As Growth Accelerates

Financial Wellness Provider For The Fortune 1000 Names New Chief Marketing Officer, Board Member and Advisory Board Member

SAN JOSE, Calif.–(BUSINESS WIRE)–BrightPlan, the Silicon Valley technology company revolutionizing financial wellness benefits, today announced that Neha Mirchandani, a marketing executive with 25 years of experience, has been named Chief Marketing Officer of the company. BrightPlan also appointed HR leaders to its Board of Directors and Advisory Board as the company continues to experience strong demand for its financial wellness solution in response to the COVID-19 pandemic.

Diane Strohfus, who has more than 20 years of HR experience and was most recently the Chief Human Resources Officer at BetterWorks, was named to the Board of BrightPlan’s parent company, Prumentum Group. Jennifer Pasqualini, who has close to 20 years of HR experience and is currently Vice President, Total Rewards at Autodesk, was named to BrightPlan’s Advisory Board.

“Neha Mirchandani brings tremendous marketing experience and business acumen to BrightPlan and will play a key role in executing our growth strategy,” said Marthin De Beer, Founder and CEO of BrightPlan. “Diane and Jennifer have deep expertise in HR leadership and understand the growing importance of employee financial wellness. The addition of these talented leaders to our board and executive teams will further advance our mission to deliver financial success for every employee.”

Mirchandani has extensive experience in B2B SaaS marketing and has served as a senior marketing leader and brand strategist at leading tech companies. Prior to BrightPlan, she was Chief Marketing Officer of Topia, a global talent mobility company. Earlier in her career, she worked at Cisco Systems, Adobe and RingCentral. A member of BrightPlan’s executive management team, Mirchandani is responsible for the strategic direction of the company’s marketing and branding initiatives.

Strohfus has worked at companies including Cisco, 8×8 and BetterWorks, where she created purpose-built strategies that align people to the business, driving business results. In addition to Strohfus, Prumentum Group’s Board includes Marthin De Beer, Robert Wallace, Charles Carmel, Chris Kerckhoff, Keith Taylor and David Covin.

Pasqualini has extensive compensation and benefits expertise and has developed and managed programs for Workday, Altera, Adobe and Plexus. In addition to Pasqualini, BrightPlan’s Advisory Board includes Gary Daichendt, Geoffrey Moore, Scott Mosko, Guido Jouret, and Thomas Wyatt.

BrightPlan’s goals-based financial wellness solution addresses each aspect of personal finance – budgeting, spending, savings, debt management, investing, insurance, and estate planning. BrightPlan is the first financial wellness solution certified for fiduciary excellence and provides a comprehensive personal finance benefit for all employees at every stage of life.

In April, BrightPlan made its solution available at no cost to help companies address employee anxiety about their finances during the pandemic, the No. 1 stressor in the workplace, according to PwC. For more information, visit BrightPlan.

About BrightPlan

BrightPlan LLC delivers comprehensive financial wellness programs to the Fortune 1000. Led by a team of experienced Silicon Valley executives and innovators, BrightPlan’s SaaS-based platform seeks to power company growth by increasing profitability and helping employers attract and retain talent. BrightPlan enables employers to help their employees attain financial wellness with access to cutting-edge technology and experienced human advisors from Plancorp, a leading Registered Investment Advisor. This patented experience provides every employee access to goals-based financial planning, automated investment advice, spending analysis and budgeting tools, and financial education tailored to company benefits. BrightPlan and Plancorp are subsidiaries of Prumentum Group. BrightPlan is the nation’s first digital advisor to become certified by the Center for Fiduciary Excellence (www.cefex.org). More information is available at www.brightplan.com.

Disclosures

This material is for informational purposes only. It should not be used as investment tax, legal or accounting advice or as a guarantee of a certain level of results. All investing involves risk, including the loss of principal. Past performance does not guarantee future results.

BrightPlan LLC is an SEC-registered investment adviser that only offers digital investment advice to US residents. Plancorp LLC is an affiliated SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is a trademark of BrightPlan LLC, Plancorp is a registered trademark of Plancorp LLC, both registered in the U.S. Patent and Trademark Office. Please see BrightPlan’s and Plancorp’s ADV Brochures for more important information.

Contacts

Greg Berardi, Blue Marlin Partners
greg@bluemarlinpartners.com, 415.239.7826