SANTA CLARITA, Calif. (PRWEB) October 13, 2020
Finance experts from Santa Clarita Valley join forces to launch Prosperitas Financial. Prosperitas Financial was created to bring a collaborative effort to wealth management and financial planning with the primary goal being the financial success of the clients they serve. Founded by four Santa Clarita Valley residents each specializing in various aspects of financial planning, Prosperitas Financial is well positioned to assist clients through a wide range of goals and needs.
“Prosperitas is a collaboration of experienced financial professionals with various different specialties and talents coming together with an overarching common goal to provide clients with the very best comprehensive financial advice.” says Christopher Ingram, a 22-year financial advisor and Chief Executive Officer of Prosperitas Financial. “Our primary goal is to help clients achieve their goals. We believe the best way for us to do this and to improve the lives of as many people as possible is to build an elite team of financial advisors and provide them with the tools and resources necessary to provide one of a kind, outstanding, truly holistic financial advice.”
Prosperitas Financial and its advisors specializes in financial planning, wealth management, life insurance, disability insurance, long-term care insurance, corporate benefits, employer retirement plans, health insurance, estate planning and trust services, tax planning, college guidance, lending, business succession planning, and much, much more.
Prosperitas’ flagship office is located in the heart of Valencia at 25060 Avenue Stanford, Suite 100, Valencia, CA 91355. Additional information about Prosperitas Financial can be found by visiting http://www.prosperitasfin.com, by emailing email@example.com, or by calling (661) 255-9555.