Prosperity Financial Group, Inc. jobs and careers
San Ramon, CA, United States
About Prosperity Financial Group, Inc.
Prosperity Financial Group helps successful individuals, families, and businesses to build, manage, and protect their wealth. We are a Fiduciary Financial Planning firm with 28-plus years of experience in helping our clients navigate the complex financial landscape. ➡️ WHAT WE DO We use our proprietary FINGERPRINT FINANCIAL PLANNING™ process to discover your goals and build your deeply personalized wealth management strategy, including: - Retirement Planning - Investment Planning - Comprehensive Wealth Management - Tax Planning - College Planning - Business Succession Planning - 401(k) Advisory Services - IRAs and IRA Rollovers - Annuities - Life Insurance ➡️ BOOK YOUR COMPLIMENTARY CONSULTATION: Call (925) 314-8500 today! ➡️ LEARN MORE: prosperityfinancialgroup.com and 401k.prosperityfinancialgroup.com Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
- Employees
- 1 to 10
- Headquarters
- San Ramon
Leadership
The top of Prosperity Financial Group, Inc.'s org chart, with how many people report into each leader.
Elliot Kallen
CEO
4 reports
Yvette Mays
Operations/office Manager
1 report
Derek Hebert
President - Private Wealth Manager
Andrew Agosta
Managing Partner & Private Wealth Advisor
Jobs at Prosperity Financial Group, Inc.
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