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Press

Welcome to Prosperity's resource page for members of the press and media! 


We help journalists, radio talk show hosts, podcasters, and other media professionals with expert information on personal finance and investment topics. 


We're passionate about helping you keep the general public educated and better informed. Please see below for more information and please feel free to contact us with questions.

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.

Prosperity Financial Group - About Us - Team Photo

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.


Elliot Kallen

President & CEO

Elliot Kallen, Fiduciary Financial Advisor in San Francisco Bay Area

Time-Proven Expertise

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

Top Wealth Advisors in the Greater Bay Area

2008

East Bay Business Times

19 East Bay Wealth Management Firms

2007

Strathmore’s

Who’s Who

2006

East Bay Business Times

Top Financial Planning Firms



2003

Wall Street Journal

Businessman of the Year

2000

International

Who’s Who

1970-1980

American Universities and Colleges

Presented by Congressman George Miller

Better Business Bureau

Who's Who

Recognition of Outstanding Community Service

10+ Years of Excellent Business

Prosperity Financial Group press

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.

Contact Us Today

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