Founded in 2018, PlanPro works with Advisors/Consultants, Broker/Dealers, Custodians, DCIO firms and Recordkeepers. We offer innovative solutions that help 401(k) professionals better grow their businesses and connect with plan decision-makers. With extensive experience creating software used by the worlds largest investors, consultants and asset managers, PlanPro is committed to developing world-class solutions for the 401(k) industry.
Michael Magnan Founder
Michael is the founder of PlanPro. He has extensive experience building software used by the worlds largest institutional investors, advisors/consultants and asset managers. Prior to founding PlanPro, he served as VP, New Product Innovation for eVestment, and led the creation of new data and software. Additionally, Michael served as eVestment’s lead data scientist, a regular public speaker, researcher and writer. He holds a degree in Economics from Florida State University and a M.S. in Mathematical Risk Management from Georgia State University.
Hesom Parhizkar Technology
Hesom is a co-founder and leads technology for PlanPro. He has over 20 years of experience in the definition, design and development of enterprise software solutions in the financial space. Hesom’s experience includes serving as the CTO of Wela as well as the SVP of Technology at eVestment where he helped lead the overall technology strategy, architecture and goals for eVestment. Hesom Holds a Bachelor of Science degree from the Georgia Institute of Technology and a M.S. degree in Information Technology from Southern Polytechnic State University
Joseph Caprara Business Development
Joseph leads sales and manages client relationships at PlanPro. He has experience in both software and financial services and a passion for relationship management and ensuring customer success. His experience includes working in wealth management as well as enterprise software sales at OneStream Software. Joseph studied at the University of North Georgia and Georgia State University in their Business Management and Marketing programs.