Prosperitas Financial
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 Posts on this site may not reflect the views or opinions of NEXT.
7-day free trial · no credit card
Verified contacts
21
available on Kipplo
LinkedIn employees
25
1 to 10 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
2
tools in use
Monthly traffic
31
organic / mo
Sign up free to see all 21 verified contacts at Prosperitas Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- FW
Fred Wachtel
Financial Advisor · Finance & Accounting
EmailPhone - JL
Jeremy Leibowitz
Certified Financial Plannertm · Finance & Accounting
EmailPhone - CI
Christopher Ingram
Chief Executive Officer · General Business & Management
EmailPhone - MP
Mark Petersen
Chief Operating Officer · General Business & Management
EmailPhone - BK
Brooke Karren
Operations Manager · Operations
EmailPhone - AC
Abigail Chapin
Client Service Professional · Customer/Client Service
EmailPhone - BA
Byron Alvarado
Investment Advisor · Finance & Accounting
EmailPhone - EA
Eric Abrahamian
Investment Analyst · Finance & Accounting
EmailPhone - HL
Howard L Martinez
Qualified Plan Specialist · Finance & Accounting
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Prosperitas Financial
15 distinct titles indexed · top 10 shown.
- 3financial advisor
- 1aging, health and wellness
- 1certified financial plannertm
- 1chief executive officer
- 1chief operating officer
- 1client service professional
- 1financial planner
- 1investment advisor
- 1investment advisor representative
- 1investment analyst
- +5more titles
Sign up to unlock all 21 contacts at Prosperitas Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 21 verified contacts at Prosperitas Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.