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Financial Planner, Wealth Advisor, Registered Principal
About
Prosperity Financial Group
Founded in 1993 by Elliot Kallen and Chuck Ballweg, Prosperity Financial Group is a Wealth Management firm located in the heart of San Ramon, CA.
Prosperity works with affluent individuals and families to organize, grow and preserve their wealth. As fee-only Registered Investment Advisors, Prosperity is legally held to a fiduciary standard for its clients. Clients receive a holistic financial plan that covers:
- An analysis of the client’s life and financial goals
- Cash flow management
- Investments, including 401(k) plan assets
- Risk management and recommendations for specific insurance coverage
- Tax planning and management
- Retirement planning
- Debt management
- Educational funding
- Estate planning
Prosperity’s Mission
Our mission is to remove the anxiety, frustration, and inefficiencies from clients’ financial lives.
We work to equip our clients with sound financial guidance to reduce risk, gain peace of mind, and achieve important goals.
Awards
We take great pride in our ability to bring innovative wealth management solutions to our clients.
We founded Prosperity with a vision to reinvent wealth management and with a firm belief that clients deserve better.
Prosperity offers individuals and families access to a comprehensive suite of deeply personalized wealth management services, investment advisory, retirement planning and other services.
We’re honored to have received the following awards since opening our doors in 1997.
Prosperity 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.
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