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BOOK APPOINTMENT

Awards

At Prosperity Financial Group, we take great pride in our ability to bring innovative solutions to our clients.

Elliot Kallen founded Prosperity with a vision to reinvent wealth management and with a firm belief that clients deserve better. Prosperity Financial Group offers individuals and families access to a comprehensive suite of deeply personalized wealth management services, investment advisory, retirement planning and other services through Prosperity Financial Group, an SEC-registered Fiduciary Investment Advisor that currently manages approximately $250 million in assets.

We're honored to have received the following awards since opening our doors in 1997.

2019

Wealth Money Management Awards

Best Boutique Independent Financial Planning Firm

2016

Diablo Magazine

Five Star Wealth Managers

2011

San Francisco Business Times

Top Financial Planning Firms

2011

San Francisco Business Times

Top Wealth Advisors in the Greater Bay Area

2008

East Bay Business Times

19 East Bay Wealth Management Firms

2006

East Bay Business Times

Top Financial Planning Firms

2006-2007

Strathmore’s

Who’s Who

2003

Wall Street Journal

Businessman of the Year

2000

International

Who’s Who

1979-1980

American Universities and Colleges

Who’s Who

 

Presented by Congressman George Miller

Recognition of Outstanding Community Service

 

Better Business Bureau

10+ Years of Excellent Business


Press

Prosperity Financial Group has been shown in many local media features.

2016

Diablo Magazine

Five Star Wealth Manager

July 2013

Diablo Magazine

Diablo Spotlight Features

2013

Livermore Pleasanton City Book 2013

 

October 2012

The Wendel Forum,

Radio Talk Show with Dick Lyons

Episode 80: Advice on Socially Responsible Investing

July 2012

Diablo Magazine

Diablo Spotlight Features

January 2012

Diablo Magazine

Diablo Spotlight Features

November/December 2012

“Conversations with Robin Fahr”,

Tri-Valley TV

Episode #510

July 2011

Diablo Magazine

Diablo Spotlight Features

January 2010

Diablo Magazine

Diablo Spotlight Features

Media Relations

Thank you for your interest in Prosperity Financial Group. We can provide you access to numerous sources of information and insight about the investment industry. Our Financial Advisors and Wealth Advisors are of the highest caliber, renowned for expertise in their respective sectors and for their winning investment strategies. Our mission is to help you meet your deadlines and provide fast, direct access to key professionals at the firm.

Please reach out to our Media Relations contact listed below on the page for all inquiries. 

Yvette Mays, Head of Corporate Communications

[email protected]

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