Dulce
Vazquez

Prosperitas Financial, LLC

CRD#7708764
Investment Advisor
in Granada Hills, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dulce Vazquez is a financial advisor based in Granada Hills, California, working with Prosperitas Financial, LLC. Dulce has previously held positions at Prosperitas Financial, LLC and Park Regency. Dulce is registered to provide services in California. Currently, Dulce is part of Prosperitas Financial, LLC, which operates out of Granada Hills, California. The firm has 1 office and 15 employees. The firm manages assets totaling $391.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Prosperitas Financial, LLC includes asset-based, hourly, and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10146 Balboa Blvd
Granada Hills, CA 91344

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Prosperitas Financial, LLC Brokerage Details

Total Assets Under Management

$391,785,314

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,655

CA Average: 3,727
Average Account Size

$236,728

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Dulce Vazquez Work History

2023 - Present (1 year)

Prosperitas Financial, LLC

2005 - Present (19 years)

Park Regency

Disclosures

Please visit the SEC profile of Dulce Vazquez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperitas Financial, LLC

Eric Abrahamian
Valencia, CA
Rian Denich
Valencia, CA
Heather Brockhurst
Las Vegas, NV
Robert Clark
Valencia, CA
Rudy Herrera
Valencia, CA
Mceathren Herrera
Valencia, CA
Jennifer Brown
Northridge, CA
Jeremy Leibowitz
Valencia, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started