We specialize in working with small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies.
Prosperity Financial Group named among the “Top Financial Planning Firms” by the East Bay Business Journal in 2008.
Prosperity’s Elliot Kallen named one of 401kWire's 2011 300 Most Influential Advisors.
We believe that investment planning centers on more than just knowing the markets … it’s about knowing you – our client. That’s why it takes a long-term commitment to help you achieve more – and a dedication to understanding your expectations and meeting your needs. Through a relationship built on integrity and honesty, we will work to help you achieve more for your business, your family and your future.