Elliot H. Kallen

Financial Planner, Wealth Manager, Registered Principal
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Advanced Financial Strategies for CPAs Event a Big Success

On June 22, Prosperity Financial principals Elliot Kallen and Chuck Ballweg hosted an Advanced Financial Planning event strictly for CPAs and Lawyers. Speakers included Simeon Hyman, Senior Director at Proshares and Ryan Chapman, Regional Vice President at the Blackstone Group.

Discussion topics include "Avoiding Landmines in Today's Bullish Environment" and the "Barbells of Alternative Investments".

Thanks to our speakers and all the professionals who attended. Look for more upcoming events coming soon!

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Market Data

Market DataBank: 2Q 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