Prosperity Financial Group has been honored as the Best Boutique Independent Financial Planning Firm in 2019.
SAN RAMON, CA, October 01, 2019 /24-7PressRelease/ -- Elliot Kallen has been inducted into Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Kallen has found much success as an independent financial advisor, and the owner of the Prosperity Financial Group since 1993. A graduate of Rutgers, the State University of New Jersey, where he earned dual bachelor's degrees in accounting and economics, he has always had his sights set on a career in finance. He further focuses his practice on entrepreneurs, retirees, and millennials saving for retirement, and is proud to hold series 7, 24, 63, 65, and 66 licenses in securities trade. Mr. Kallen attributes his success to a talent for long-range planning and careful decision-making.
From 1993 to 2000, Mr. Kallen worked as a financial advisor for Lincoln Financial Group. Subsequently focusing on building his own business full-time, he is a sought-after speaker at myriad conferences and events, as his combination of experience in international distribution and individual financial planning and wealth management afford him a novel perspective on the industry. Prosperity Financial Group has been honored as the Best Boutique Independent Financial Planning Firm in 2019, and Mr. Kallen was recognized among the 2011 Top Wealth Advisors in the Greater Bay Area by the San Francisco Business Times.
Mr. Kallen is deeply involved in his community, and is active as the president of A Brighter Day, a 501c3 organization helping Bay Area youth access mental health resources. He formerly excelled as the president of the Diablo Valley Boys and Girls Club, and believes strongly in the value of safe places, adult mentors, and high-quality athletic and cultural programs for all youth. A proud family man, he is the father of two, a stepfather of two, and dedicates his charity work to the memory of his late son. Mr. Kallen hopes to dedicate the next several years to growing his business, and pursuing more personal travel with his wife.
About Marquis Who's Who®
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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