Prosperitas Financial Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Prosperitas Financial was founded with the primary goal being to provide exceptional comprehensive financial advice and services to clients in order to assist them in achieving their financial goals.  Prosperitas does this by providing an extensive array of tools and resources to elite financial advisors and financial service providers, so that they are able to meet the wide-ranging needs of their clients.  This unique collaboration of financial service providers allows us to advise our clients on the myriad of financial needs they may have.  

Whether it is financial planning, wealth management, life insurance, long-term care insurance, disability insurance, corporate benefits, employer retirement plans, health insurance, estate planning and trust services, tax preparation and planning, college guidance, lending, business succession planning, and more, we have specialists on our team with the expertise, knowledge, and experience to guide our clients down the right path.  This is a truly holistic version of financial planning, guidance, and advice provided by elite advisors who are supported by a team of financial specialist and staff.  And when we refer to an advisor as an elite advisor, we are not referring to the size of their practice, but rather we are referring to size of their heart and their passion.  

Securities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. Prosperitas Financial is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com.  Posts on this site may not reflect the views or opinions of NEXT.  www.prosperitasfin.com

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