Prosperity Financial Group, Inc. Employee Directory

Q: What is Prosperity Financial Group, Inc. known for?

Prosperity Financial Group, Inc. was founded in 1993. Prosperity Financial Group, Inc. operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

Prosperity Financial Group helps successful individuals, families, and businesses to build, manage, and protect their wealth. We are a Fiduciary Financial Planning firm with 28-plus years of experience in helping our clients navigate the complex financial landscape.


➡️ WHAT WE DO

We use our proprietary FINGERPRINT FINANCIAL PLANNING™ process to discover your goals and build your deeply personalized wealth management strategy, including:

- Retirement Planning
- Investment Planning
- Comprehensive Wealth Management
- Tax Planning
- College Planning
- Business Succession Planning
- 401(k) Advisory Services
- IRAs and IRA Rollovers
- Annuities
- Life Insurance

➡️ BOOK YOUR COMPLIMENTARY CONSULTATION: Call (925) 314-8500 today!

➡️ LEARN MORE: prosperityfinancialgroup.com and 401k.prosperityfinancialgroup.com


Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

Find Prosperity Financial Group, Inc. employees' phone numbers or email addresses

Prosperity Financial Group, Inc. Global Highlights

North America
24

United States Of America
24

Oceania
1

Australia
1

Prosperity Financial Group, Inc.'s Leadership

C. B.
Co-Owner
Mobile Phone
Email
D. V.
Partner
Mobile Phone
Email
J. P.
Partner
Mobile Phone
Email
M. P.
Independent Business Owner
Mobile Phone
Email
M. A. K.
Financial Planner And Owner
Mobile Phone
Email
D. H.
Private Wealth Manager - Wealth Advisor
Mobile Phone
Email

Contact profiles from Prosperity Financial Group, Inc.

Name

Title

Contact Info

Location

Last Update

C. B.
Co-Owner
Mobile Phone
Email
Oct 16, 2024
D. V.
Partner
Mobile Phone
Email
United StatesMichigan
Oct 22, 2024
J. P.
Partner
Mobile Phone
Email
United StatesMichigan
Feb 05, 2024
M. P.
Independent Business Owner
Mobile Phone
Email
United StatesFlorida
Oct 21, 2024
M. A. K.
Financial Planner And Owner
Mobile Phone
Email
United StatesMissouri
Nov 10, 2025
D. H.
Private Wealth Manager - Wealth Advisor
Mobile Phone
Email
Bay
Oct 22, 2025

Frequently Asked Questions

What is Prosperity Financial Group, Inc. known for?

Prosperity Financial Group, Inc. was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 2333 San Ramon Valley Blvd., 200 San Ramon, California 94583, US; you can contact the main corporate office by phone at

+1-925-314-****

. Explore Prosperity Financial Group, Inc.'s company overview page for more information.

What is Prosperity Financial Group, Inc.'s most common email format?

Prosperity Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prosperity Financial Group, Inc. email formats with LeadIQ.

How many employees does Prosperity Financial Group, Inc. have currently?

Prosperity Financial Group, Inc. has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Prosperity Financial Group, Inc.'s key employees and leadership?

As of December 2025, Prosperity Financial Group, Inc.'s key employees include:

Co-Owner: C. B.
Partner: D. V.
Partner: J. P.
Independent Business Owner: M. P.
Financial Planner And Owner: M. A. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking