We offer holistic wealth management to clients throughout San Ramon, the East Bay, and beyond, delivered by a team of experienced, trusted financial professionals.
We offer holistic wealth management to clients throughout San Ramon, the East Bay, and beyond, delivered by a team of experienced, trusted financial professionals.
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
yvette@prosperityfinancialgroup.com
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 |
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 | |
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 |