Prosperity Financial Group, Inc
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.
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Verified contacts
12
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
533
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- YM
Yvette Mays
Operations Office Manager · Operations
EmailPhone - AS
Ankit Sahu
Investment Professional/XR Executive Producer/AI Deployment Strategist · Other
EmailPhone - LA
Lauren Ahsan
Marketing Director · Advertising & Marketing
EmailPhone - CM
Corinne Magoon
Administrative Assistant · Operations
EmailPhone - AA
Andrew Agosta
Managing Partner & Private Wealth Advisor · Other
EmailPhone - DH
Derek Hebert
Private Wealth Manager - Wealth Advisor · Other
EmailPhone
Showing 6 of 12 verified contacts
Top roles at Prosperity Financial Group, Inc
11 distinct titles indexed · top 10 shown.
- 2marketing director
- 1administrative assistant
- 1executive assistant
- 1financial advisor, certified financial planner
- 1investment professional/xr executive producer/ai deployment strategist
- 1manager
- 1managing partner & private wealth advisor
- 1operations office manager
- 1private wealth director
- 1private wealth manager - wealth advisor
- +1more titles
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