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Prosperitas Financial Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Prosperitas Financial operates in the financial services sector and is based in Valencia, California. The firm provides comprehensive financial planning and advisory services through a network of financial service providers, enabling tailored guidance across a broad range of needs. It offers a broad set of services, including financial planning, wealth management, life and disability insurance, long-term care insurance, employee benefits, retirement plans, health insurance, estate planning and trusts, tax planning, college guidance, lending, and business succession planning. The company serves clients seeking coordinated, long-term financial guidance, supported by a team of specialists and staff who assist the advisers. Securities and investment advisory services are offered through NEXT Financial Group, Inc., and Prosperitas Financial is not an affiliate of NEXT.

Find Prosperitas Financial employees' phone numbers or email addresses

Prosperitas Financial Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Prosperitas Financial's Leadership

  • Financial Adviser at Prosperitas Financial
    E. A.
    Financial Adviser
    Mobile Phone
  • Executive Assistant at Prosperitas Financial
    K. Y.
    Executive Assistant
    Mobile Phone
  • Insurance Specialist at Prosperitas Financial
    S. Z.
    Insurance Specialist
    Mobile Phone

Prosperitas Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Prosperitas Financial

Name
Title
Contact
Location
Last Update
  • Financial Adviser at Prosperitas Financial
    E. A.
    Financial Adviser
    Mobile Phone
    Aug 03, 2026
  • Executive Assistant at Prosperitas Financial
    K. Y.
    Executive Assistant
    Mobile Phone
    Oct 17, 2024
  • Insurance Specialist at Prosperitas Financial
    S. Z.
    Insurance Specialist
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Prosperitas Financial known for?

Minus sign iconPlus sign iconProsperitas Financial was founded in 2020 and operates in the Financial Services industry. Explore Prosperitas Financial's company overview page for more information.

What is Prosperitas Financial's most common email format?

Minus sign iconPlus sign iconProsperitas Financial employees' email format typically follows the pattern of FLast@prosperitasfin.com. Trying to find reliable and up-to-date employee contact data? Find more Prosperitas Financial email formats with LeadIQ.

How many employees does Prosperitas Financial have currently?

Minus sign iconPlus sign iconProsperitas Financial has approximately 29 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Prosperitas Financial's key employees and leadership?

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As of August 2026, Prosperitas Financial's key employees include:

  • Financial Adviser: E. A.
  • Executive Assistant: K. Y.
  • Insurance Specialist: S. Z.

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