Prosperity Financial Group, Inc. / Financial Advisor in San Ramon, California

What’s your definition of financial independence? Is it building and growing a business or perhaps securing your retirement?

At Prosperity Financial Group, we understand no two people share the same definition of financial independence. We believe if it’s about money, it’s personal. This is why we created Fingerprint Financial Planning™, a proprietary process we use to customize a financial plan to your goals, values, and aspirations.

Accumulating, preserving, and protecting wealth is essential to achieving financial independence. As a boutique wealth management firm, we help business owners, busy professionals, and retirees across the San Francisco Bay Area accumulate and manage their wealth.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFA CFP ® Comprehensive Financial Planning Corporate Bonds Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Fiduciary Independent Investment Advisor International Financial Planning Investment Consulting Investment Services IRA Legacy Planning Middle Income Mutual Funds Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Stocks Sustainability Wealth Management Young Investors