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"NOTHING BEATS FEELING ABOUT YOUR FUTURE.

We are here to help you get there."

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Elliot Kallen
Wealth Manager,
Registered Principal

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Take a course in our online learning portal created by one of our Financial Advisors.

Our Advisors

ELLIOT KALLEN

FINANCIAL PLANNER, WEALTH MANAGER, REGISTERED PRINCIPAL

CHARLES BALLWEG

ACCREDITED ASSET MANAGEMENT SPECIALIST

JAMIE HARGRAVE

ACCREDITED ASSET MANAGEMENT SPECIALIST

EMMETT PECK

CERTIFIED FINANCIAL PLANNER

CESAR DANTES

FINANCIAL PLANNER

ANKIT SAHU

FINANCIAL ADVISOR

HENRY FANGER

FINANCIAL ADVISOR

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Our Products

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401(k)

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Annuities

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Life Insurance

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IRA

Our Services

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Wealth Management

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Retirement Planning

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College Planning

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Tax Planning

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Inter-Generational Weatlh

Read Our Blog

An Introduction to Prosperity Financial Group, Inc.

How Our Process Works

Meet The Expert with Elliot Kallen (Episode 12)

Corrine Christensen - Personal Sylist and Partner (J. Hillburn Menswear) and Craig Judson - Managing Shareholder (Bold, Polisner, Maddow, Nelson & Judson, APC)

Meet The Expert Ep. 11 - Investing and Decision Making - June 30th

Award Winning Office

Watch The Market

Charities We Support

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Boys-and-Girls-Club-Prosperity-Financial-Sponsorship
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Fallen-Heroes-Prosperity-Financial-Sponsorship
Food-Bank-of-Contra-Costa-Prosperity-Financial-Sponsorship
Friends-of-Camp-Concord-Prosperity-Financial-Sponsorship
Toys-for-Tots-Prosperity-Financial-Sponsorship
The-Richmond-Ermet-AIDS-Foundation-Prosperity-Financial-Sponsorship
Safari-Club-Golden-Gate-Chapter-Prosperity-Financial-Sponsorship
Rocky-Mountain-Elk-Foundation-Prosperity-Financial-Sponsorship
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If it’s Money, It’s Personal.

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Securities offered through Fortune Financial Services, Inc., a Registered Broker/Dealer, member FINRA/SIPC. 

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