Let us Create a Fingerprint Financial PlanTM for you

      

 

Our Team

Elliot H. Kallen
Financial Planner, Wealth Manager, Registered Principal
This email address is being protected from spambots. You need JavaScript enabled to view it.
Connect with me via LinkedIn

Elliot H. Kallen brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide and in the San Francisco area. Elliot is an independent financial advisor. He holds Series 7-, 24-, 63-, 65- and 66-licensed to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers.

Elliot’s practice focuses on entrepreneurs, business owners, retirees, and millennials. He advises on retirement and estate planning, employee benefit planning, insurance and risk management and investment planning programs. Elliot was awarded membership in International Who’s Who of Professionals for 2000 and again in 2007. He holds Bachelor of Science degrees in both Accounting and Economics from Rutgers University in New Jersey and serves on several boards of non-profit and philanthropic organizations.

Currently, he is actively involved at The Boys and Girls Clubs of the Diablo Valley. Elliot has helped raise hundreds of thousands of dollars for this organization, which is on the front lines in providing athletic, social and cultural programming to the children of Diablo Valley. Elliot formerly served as Board President. In 2003, Elliot was recognized for his contribution to the Diablo Valley community, when he was named by the Business Advisory Council of the National Republican Congressional Committee as 2003 Businessman of the Year, which was featured in an article in The Wall Street Journal. In 2006, Elliot received the Ronald Reagan Gold Medal Award. In 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution 401(k) Industry.

 


Charles (Chuck) Ballweg, CLU®, ChFC, CFP®, MSFS
Advisor, Financial Planner, Registered Principal
This email address is being protected from spambots. You need JavaScript enabled to view it.
Connect with me via LinkedIn

Chuck Ballweg specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

Chuck attended the University of Wisconsin in Madison and holds a Bachelor of Arts and a Bachelor of Science. Additionally, he has earned numerous industry credentials from The American College in Bryn Mawr, Pennsylvania, including the Chartered Life Underwriter (CLU®) designation, which reflects advanced studies in economics, finance, government and employee benefits, insurance, investments, and taxation and estate planning; the Chartered Financial Consultant (ChFC®) designation, which is awarded after the completion of studies relating to comprehensive financial planning and the application of insurance, investments and tax benefits to achieve long-term benefits for clients; and the Certified Financial Planner™ certification, which is earned through further study of each of the areas above, followed by a comprehensive examination. Chuck is also among a select group of individuals who have earned the Master of Science in financial services (MSFS).

Chuck and his wife, Edith, are longtime residents of Danville, California, and are active members of the Blackhawk Country Club. Chuck regularly participates in charitable and voluntary community events. He is an accomplished archer, frequently participating in archery tournaments, and a well-known bow-hunter, traveling the globe on bow-hunting safaris.


Henry (Hank) Fanger, CLU
Advisor
This email address is being protected from spambots. You need JavaScript enabled to view it.

Henry A. Fanger, CLU®, ChFC®, has more than 35 years of experience in the financial service industry and has developed an in-depth working knowledge of financial planning and investments. He has taught a retirement planning course at JFK University in Orinda, California, and has lectured numerous times on life and health insurance issues and personal financial matters at local civic organizations.

Henry received his bachelor’s degree from Washington University, St. Louis, and completed his post-graduate studies at the University of California at Berkeley with an MBA in finance. He received his Chartered Financial Consultant designation from The American College in Bryn Mawr, Pennsylvania.

Henry is a long-time resident of the San Francisco Bay area and resides in Lafayette. He and his wife, Lynn, have two daughters. Henry enjoys fly-fishing and scuba diving.

 

Cesar (Al) Dantes
Financial Planner
This email address is being protected from spambots. You need JavaScript enabled to view it.

With more than 20 years in the financial services industry, Al provides an experienced, personal approach to investment management.

Al received his Bachelor of Arts in economics from Ateneo De Manila University in the Philippines. He is actively involved in community sports programs, including the Special Olympics.

 

 

 


Yvette Mays
Operations Manager
This email address is being protected from spambots. You need JavaScript enabled to view it.

Yvette has been with Prosperity Financial Group, Inc. for 18 years. She brings a diverse professional background to the group; including years of experience in customer service management of aviation fixed based operators and flight schools. As Prosperity’s Office Manager, Yvette is responsible for managing the group’s day-to-day operations.

Yvette also oversees overall planning, systems and the efficiency of Support Services, through improvements to each function as well as coordination and communication between support and business functions. Yvette and her husband Joe are longtime residents of Danville, California. They enjoy spending time with their daughter and traveling.

 


Saralee Blanco
Administrative Assistant

Saralee joined the Prosperity staff in 2003 as an office assistant. She takes pride in offering superior customer service and is dedicated to meeting and exceeding the unique needs of each of our clients.

Prior to joining Prosperity, Saralee had the pleasure of gaining experience in a variety of industries including, but not limited to, retail, event planning and more than five years as a wedding cake decorator.

 

 

 

 

Follow Prosperity

Market Data

Market DataBank: 3Q 2016

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