Comprehensive Approach

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. Honesty and integrity are the founding principles of the firm and the basis for the financial advice they provide. As we have grown, this fiducairy approach continues to guide all of the advisors at Prosperity Financial Group.

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 we show we appreciate his or her personal situation and financial goals by tailoring our wealth management advice to fit those. While our approach is disciplined and employs advanced financial tools and strategies, our success largely 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: 2Q 2019

Contact Info

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

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