Make the Most of Your Money

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Prosperity Financial Group - About Us - Team Photo

Meet the Team

We offer holistic wealth management to clients throughout San Ramon, the East Bay, and beyond, delivered by a team of experienced, trusted financial professionals.


Imagine what is possible with a team that supports you.

What We Offer


Unbiased, Independent Advice

As a Fiduciary Registered Investment Advisor, our firm is built on independence, transparency, and integrity. 


Our holistic Fingerprint Financial Planning™ method helps us gather a 360° view of our clients’ needs, goals, and visions.

Business & Wealth Solutions

We help our business clients with custom, highly competitive retirement packages that help attract and retain talent – and provide complete solutions for owners, executives and their employees.


We specialize in retirement planning and total wealth management, and specialized planning issues such as income and withdrawal planning, healthcare plan integration, and multi-year tax savings strategies.


Personalized Client Service

We service a broad range of clients throughout the United States. We believe that close personal attention is key to helping our clients achieve their personal goals.


As such, we're committed to proactive communication with our clients. Whether by telephone, by email, or in person, our clients are always informed about their portfolios and emerging opportunities.

 

In addition, we work closely with our clients' other advisors and key decision makers to ensure the seamless integration of their business and wealth goals.

Core Principles

As experienced Fiduciary Advisors, our deep commitment to our clients is defined by three core principles.

Clarity

when handling complex investment & retirement planning issues

Confidence

that you can experience a smooth transition to wealth accumulation and retirement.

Certainty

that our team stands ready to help address your wealth management and retirement goals, needs and aspirations.

Registered Principal, Wealth Manager

Prosperity Financial Group

Elliot brings over 25 years of entrepreneurial business ownership experience to Prosperity Financial Group's financial planning and advising practice.

Our Advisory Team

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