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

yvette@prosperityfinancialgroup.com

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

What we can do for you

Elliot Kallen is an excellent resource for reporters, editors, and conference and event planners. Email us today to gain fast, direct access to Elliot for interviews, articles, TV appearances, panel discussions and roundtables, and conference speakers.

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