Elliot
Kallen

Prosperity Financial Group, Inc

CRD#2384508
Investment Advisor
in San Ramon, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Elliot Kallen is a financial advisor based out of San Ramon, California with 15 years of relevant experience. Kallen works at Prosperity Financial Group, Inc. Over the course of their career, they have held roles at Prosperity Financial Group, Inc, Financial Telesis, Inc, Fortune Financial Services and Prosperity Wealth Management, Inc. Kallen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California and Louisiana. Prosperity Financial Group, Inc is a registered investment firm headquartered in San Ramon, CA. The company has offices in two locations and a total of eight financial advisors. It oversees $213 million in assets among its 1,100 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to two charitable organizations. Of its 1,100 accounts, just 6% are held by high-net-worth investors who have more than $1 million in investable assets. Prosperity Financial Group, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fees billed by Prosperity Financial Group, Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2333 San Ramon Valley Blvd., Suite 200
San Ramon, CA 94583

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.

Prosperity Financial Group, Inc Brokerage Details

Total Assets Under Management

$213,169,347

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

8

CA Average: 43
Total Number of Accounts

1,100

CA Average: 3,727
Average Account Size

$193,790

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Elliot Kallen Work History

Elliot has been registered as a financial advisor for 15 years.*

2015 - Present (9 years)

Prosperity Wealth Management, Inc

2014 - Present (10 years)

Fortune Financial Services

2000 - Present (24 years)

Prosperity Financial Group, Inc

2010 - 2014 (4 years)

Financial Telesis, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elliot Kallen 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 Prosperity Financial Group, Inc

Ankit Sahu
San Francisco, CA
Cesar Dantes
San Ramon, CA
James Hebert
San Ramon, CA
Jamie Hargrave
San Ramon, CA
Daniel Korth
San Ramon, CA
Elliot Kallen
San Ramon, CA
Emmett Peck
San Ramon, CA
Charles Ballweg
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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