About Prosperity

Prosperity Financial Group is a boutique, independent financial planning firm with over 20 years of experience helping business owners, busy professionals, and retirees achieve financial independence. Our team strives to manage our clients wealth and help them achieve their vision for the future. As experienced retirement planning advisors, our deep commitment to our clients is defined by three core principles.

Unbiased, Independent Advice

  • Independence, transparency and integrity help to ensure our interests are aligned with those of our clients.
  • Trusted, recognized professionals help increase our clients’ knowledge & understanding of their financial situation helping them to make better decisions.
  • A complete understanding of individual retirement accounts, 401(k)s & retirement planning helps us provide the advice and guidance our clients seek.

Business & Wealth Solutions

  • Leveraging Fingerprint Financial Planning, a consultative process that helps us understand our clients’ concerns, prioritize their goals, identify solutions and put a plan in place.'
  • Helping our business clients with custom, highly competitive retirement packages that help attract and retain talent – and provide complete solutions for owners, executives and their employees.
  • Offering custom accumulation and preservation strategies to suit each clients’ distinctive needs.

Personalized Client Service

  • Working with a select number of clients ensures high-touch, personal service, creating a professional caring environment.
  • Close coordination with our clients’ other advisors or key decision makers, helping ensure the seamless integration of their business and wealth goals.
  • Proactive, personalized communication based on timely, relevant information helping clients stay the course during inevitable market swings.

Clarity when handling complex investment & retirement planning issues and confidence making decisions.

Confidence that you can experience a smooth transition to wealth accumulation and retirement.

Certainty that our team stands ready to help address your wealth and retirement goals, needs and aspirations.


Learn more about Prosperity and how we can help you:

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Market Data

Market DataBank: 2Q 2019

Contact Info

2333 San Ramon Valley Blvd.
Suite 200
San Ramon, CA 94583
Phone: 925-314-8500
Fax: 925-314-8504

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