Financial Lessons From Mom That Built A Lasting Legacy

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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.

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