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Mini elliot 2011
Prosperity Financial Group, Inc.
San Ramon, CA

Elliot Kallen

20+ years of financial integrity for our clients.
Score:
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Meet Elliot

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Introduction - Elliot Kallen
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Building a Nest-Egg - Elliot Kallen
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Essentials to a Successful Retirement - Elliot Kallen
Video Transcripts

Elliot H. Kallen brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide and in the San Francisco area. Elliot is an independent financial advisor. He holds Series 7-, 24-, 63-, 65- and 66-licensed to offer…

Elliot H. Kallen brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice. Elliot is a keynote speaker on motivation and marketing in the independent financial advisor industry, utilizing his previous experience in international distribution to teach other investment professionals nationwide and in the San Francisco area. Elliot is an independent financial advisor. He holds Series 7-, 24-, 63-, 65- and 66-licensed to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers.

Elliot’s practice focuses on entrepreneurs, business owners, retirees, and millennials. He advises on retirement and estate planning, employee benefit planning, insurance and risk management and investment planning programs. Elliot was awarded membership in International Who’s Who of Professionals for 2000 and again in 2007. He holds Bachelor of Science degrees in both Accounting and Economics from Rutgers University in New Jersey and serves on several boards of non-profit and philanthropic organizations.

Currently, he is actively involved at The Boys and Girls Clubs of the Diablo Valley. Elliot has helped raise hundreds of thousands of dollars for this organization, which is on the front lines in providing athletic, social and cultural programming to the children of Diablo Valley. Elliot formerly served as Board President. In 2003, Elliot was recognized for his contribution to the Diablo Valley community, when he was named by the Business Advisory Council of the National Republican Congressional Committee as 2003 Businessman of the Year, which was featured in an article in The Wall Street Journal. In 2006, Elliot received the Ronald Reagan Gold Medal Award. In 2011, Elliot was named one of the Top 300 Advisors to the Defined Contribution 401(k) Industry.

Languages Spoken
Hebrew

Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Fee & Commission

Education

Bachelors
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