Our Firm

Prosperity Financial Group is a boutique wealth advisory firm that helps business owners and individuals build and manage their wealth. We offer comprehensive wealth management services, including financial planning, retirement planning, investment management, and corporate retirement plan management and administration.

Elliot Kallen and Chuck Ballweg started Prosperity Financial Group in 1993 with the belief that companies are reflections of the character and abilities of their leaders. For Elliot and Chuck, this means honesty and integrity are the founding principles of the firm and the basis for not only every client but the financial advice they provide.

At the heart of our Fingerprint Financial Planning™ process is the recognition that everyone has a unique definition of success. We make a commitment to develop a relationship with each client and appreciate his or her personal situation and financial goals. While our approach is disciplined and employs advanced financial tools and strategies, our success depends on a client/advisor relationship based on integrity and honesty. Our clients’ success is our success.

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Market Data

Market DataBank: 3Q 2017

Contact Info

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

© 2017 Prosperity Financial Group, Inc