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  • Q1 2025 Investment Management Webinar

    Q1 2025 Investment Management Webinar
    2025/04/11

    Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.

    www.prosperitasfin.com

    661-255-9555

    info@prosperitasfin.com
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    1 時間 1 分
  • Behind the Advisor: Fred Wachtel

    Behind the Advisor: Fred Wachtel
    2025/01/10

    Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football!

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Fred Wachtel - fwachtel@prosperitasfin.com

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    1 時間 3 分
  • Behind the Advisor: Rian Denich

    Behind the Advisor: Rian Denich
    2025/01/03

    Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships.

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    52 分
  • The Philosophy of Finance: Mack Herrera

    The Philosophy of Finance: Mack Herrera
    2024/12/20

    Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)!

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

    続きを読む 一部表示
    54 分
  • Behind the College Plan: Rudy Herrera

    Behind the College Plan: Rudy Herrera
    2024/10/24

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

    続きを読む 一部表示
    52 分
  • Behind the Estate Plan: Andrew Cohen

    Behind the Estate Plan: Andrew Cohen
    2024/10/10

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    48 分
  • Behind the Advisor: Jerry Citarella

    Behind the Advisor: Jerry Citarella
    2024/09/30

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    54 分
  • Navigating 2024: Economy, Election & Investments

    Navigating 2024: Economy, Election & Investments
    2024/04/11

    Our Quarterly Investment Webinar of Q1 2024 featuring Christopher Ingram and Robert Clark, founders of Prosperitas Financial. A discussion on the key topics shaping 2024: Media & Your Investments, Market Review, Election Year, and The Year Ahead.

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - https://www.facebook.com/Prosperitasfin
    LinkedIn - https://www.linkedin.com/company/prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - https://www.instagram.com/prosperitas_financial/
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    40 分