Meet the Team

Imagine what is possible with a team that supports you.

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

Live your life by design, not by default.

We’ll help you make your money work harder for you.

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option.

That’s where we come in.

At Prosperity, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself to your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.

HEAR WHAT OTHERS ARE SAYING ABOUT US

Core Principles

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

CONFIDENCE

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

CLARITY

When handling complex investment & retirement planning issues.

CERTAINTY

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

Registered Principal, Wealth Manager

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

What We Offer

Prosperity Financial Group is an award-winning Fiduciary Registered Investment Advisory firm. We specialize in helping you protect and grow your wealth.

Don't wait!

The path to financial success starts with a single call.

Our Advisory Team

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

Emmett Peck

CFP, Certified Financial Planner

Jamie Hargrave

Accredited Asset Management Specialist

Derek Hebert

Financial Advisor

Ankit Sahu

Financial Advisor

Cesar Dantes

Financial Planner

Hank Fanger

Financial Advisor

Register for Prosperity Power Hour

Enjoy food and beverages, meet other successful professionals, improve your referral base, and win fun door prizes!

Because of the intimate nature of this event, we’re taking a very limited number of attendees per event. These seats will go fast, so grab one while you can!

Bringing a +1? Please have your guest fill out this form.