Nothing beats feeling confident about your retirement.
Make a wise investment towards your future today.
- Our Location
San Ramon, California
- 15 mins could lead to a happier retirement:
+1 (925) 314-8500
Elliot Kallen, Financial Planner, Wealth Manager, Registered Principal
Tilt the Odds in Your Favor
As your life evolves, your priorities will change as well. I’m here to help you make sure your wealth management plan lines up with what matters most to you.
Wherever you are on your financial journey, I’ll meet you there with the insight and tools to get you further.
Elliot Kallen, Financial Planner, Wealth Manager, Registered Principal
25+ Years of Experience
Elliot brings over 25 years of entrepreneurial business ownership experience to Prosperity Financial Group’s financial planning and advising practice.
Who We Serve
Elliot’s practice focuses on entrepreneurs, business owners, retirees, and millennials.
Discover How We Can Help You
Wealth Management
We’ll take the time to get to know you, your financial needs and future goals, your investment history and experience, and how you encounter and react to risk.
Retirement Planning
We’ll work with you to define your retirement objectives, then create a strategy to support your priorities.
401(k) Plan Administration
We offer a comprehensive suite of services to our business owner clients as an ERISA 3(38) Fiduciary—the only kind of Advisor that can legally accept Fiduciary responsibility for your 401(k) plan.
IRAs
We offer the opportunity to aggregate your wealth under one IRA so you can benefit from higher transparency, better communication, and stronger investment choices.
Annuities
Your expected longevity rises each year. We can help you find the right annuity so you can have peace of mind that your retirement income assets will last for life.
Life Insurance
Life insurance is a critical component of any solid wealth management strategy. We’ll help you enhance your financial security by making sure you’re covered by the right policy for your financial situation.
College Planning
Higher education opens up a world of opportunity for your children, and it’s never too late to start saving. We’ll help you set up a 529 Savings Plan so your kids are empowered to get ahead in life.
Our financial planning services are built on trust, transparency, and accountability.
Why Prosperity is the Right Choice
Financial Advisors You Can Trust
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.
Full Transparency
As a fee-only firm, we don’t receive any commissions or other payments from the providers of financial products that we recommend to you. Instead, we get paid a small percentage of the assets that you entrust to our management. This encourages us to grow your assets while minimizing the risk of losses.
White Glove Service
We get to know each client well, and make time to understand their values, goals, and concerns. We take responsibility for our portion of the relationship by to offering frequent, open, and honest communication about your current financial picture and projected outcomes.
200+
Number of Clients
97%
Client Retention
$150m+
Assets Under Management
25+
Years in
Business
How can we help?
(925) 314-8500
OR
Schedule Your FREE Phone Strategy Session
We Excel At Taking Care Of Our Clients.
Going Above and Beyond
2020 FIVE STAR ADVISOR – Elliot Kallen & Emmett Peck
Five Star Wealth Manager
SF East Bay
2020 MARQUIS WHO’S WHO – Elliot Kallen
The Marquis “Who’s Who in America”
United States
How can we help?
