Overview

Prosperitas Financial, it's really unlike any other financial services firm that you've experienced before in several different ways. The first way is our truly comprehensive approach to financial planning and wealth management. We surround our advisors with tools and resources so that they can be the hub to a very holistic and comprehensive financial plan for their clients. And the way we do this is through some software, some in-house staff and through specialists in various different areas. So for example, we have a disability insurance specialist, life insurance specialist. We have an employer retirement plan specialist, business consultant, business attorney, and a college planner. Additionally, we have a tax planning and accounting services, bookkeeping services, the list goes on. So we've got all these specialists that help them when they need to take care of their client and they need to provide these resources or these solutions to the client.

Launching in 2020, Prosperitas Financial has provided the framework for advisors to succeed and allowing the firms to grow from a team of two in a small office to a team of 15 with offices in Woodland Hills, Santa Clarita, and Boise. Our team of advisors are willing to take on your existing clients and help them continue on their path to reach their goals.

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