Prosperity Financial Group Logo

Financial Lessons From Mom That Built A Lasting Legacy

Share This Post

A high-paying job or a fancy Ivy League education doesn’t necessarily equate to financial know-how. Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security.

Elliot Kallen, president of Prosperity Financial Group, has a successful history of assisting clients in reaching their financial goals. Prosperity Financial Group earned the Worldwide Finance Award for Most Trusted Asset Management Company in Northern California, and Kallen earned the Five Star Wealth Management award in 2020; he attributes those achievements to the financial lessons his mother gave him as a foundation at a young age.

A survivor of the Great Depression and the Auschwitz concentration camp, Kallen’s mother overcame unspeakable hardship in her life. To this day, her lessons of survival fortify Kallen as he enjoys what he’s built for himself, his family, and his clients.

Read More at Haute Living

Thank you for reading our Blog Post

Related Posts

text written internal revenue service

2024 IRS Updates: 401(k), IRA, & More

The Internal Revenue Service (IRS) has announced significant updates for 2024, impacting various retirement plans, including 401(k), Individual Retirement Accounts

We're here to help

As your Fiduciary Registered Investment Advisory firm, we’re bound by law to put your interests above our own. We’re committed to maximizing your wealth within the constraints of your values and your life goals.

Our team of qualified and experienced experts is dedicated to building a positive, long-term relationship with you.
Prosperity Financial Group Logo

Allow us to help

As your Fiduciary Registered Investment Advisory firm, we’re bound by law to put your interests above our own. We’re committed to maximizing your wealth within the constraints of your values and your life goals.

Our team of qualified and experienced experts is dedicated to building a positive, long-term relationship with you.

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.