Hi, I'm Elliot Kallen.
At Prosperity, we work hard to elevate all aspects of the financial and investment management experience for our clients who seek a personalized, concierge-level service.
Our firm offers access to a wide range of financial products and strategies to help you accomplish all your financial goals.
Let's have a conversation about how you can start living your dream life today.
About Elliot Kallen
Elliot H. Kallen brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice.
As an Independent Financial Advisor and the founder of Registered Investment Advisory firm Prosperity Financial Group, Inc., he holds Series 7-, 24-, 63-, 65- and 66-licensed to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers.
Elliot’s practice focuses on entrepreneurs, business owners, retirees, and Millennials. He advises on retirement and estate planning, employee benefit planning, insurance and risk management and investment planning programs.
Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide and in the San Francisco area.
He holds Bachelor of Arts degrees in both Accounting and Economics from Rutgers University in New Jersey and serves on several boards of non-profit and philanthropic organizations.
Awards & Recognition
Elliot was awarded membership in International Who’s Who of Professionals for 2000 and again in 2007.
In 2003, Elliot was recognized for his contribution to the Diablo Valley community, when he was named by the Business Advisory Council of the National Republican Congressional Committee as 2003 Businessman of the Year, which was featured in an article in The Wall Street Journal.
In 2006, Elliot received the Ronald Reagan Gold Medal Award.
In 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution 401(k) Industry.
Philanthropy & Community Service
Currently, Elliot is President of A Brighter Day, a 501(c)(3) charity he founded in memory of his youngest son, Jake. This charity unites stress and depression resources with teenagers throughout the Bay Area.
Elliot formerly served as Board President of The Boys and Girls Club of the Diablo Valley, and remains actively involved today. He has helped raise hundreds of thousands of dollars for this organization, which is on the front lines in providing athletic, social and cultural programming to the children of Diablo Valley.
Elliot is also active with The Fallen Heroes Charity.
He is also a former President of Congregation B’nai Shalom.
Elliot is the proud father of two adult children, stepfather to two adult children and a grandfather.
He resides in Lafayette, CA with his wife Tammy.
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Learn more about Elliot kallen
» Read Elliot's client letters: A Word With Elliot
» Watch Elliot's podcast: Meet the Expert with Elliot Kallen®