Wealth Management - Bull Market

Wealth Management

At Prosperitas Financial, wealth management means far more than just investing money in the stock market. In our opinion, wealth management encompasses all aspects of a client’s financial life. That is why we utilize an extremely comprehensive and holistic approach to wealth management and financial planning focused on the singular goal of helping our clients achieve financial success.

Learn More


Advance or gain in anything good or desirable;

Successful progress in any business or enterprise;

Attainment of the object desired;

Successful, flourishing, or thriving condition;

Good fortune.

Comprehensive Financial Planning

A truly comprehensive financial plan should cover all aspects of your financial life. At Prosperitas Financial, we believe that if one piece is not functioning properly, the whole machine breaks down. That is why we take an extremely holistic approach to financial planning where we want each and every element of your financial life communicating and working together towards a common goal.

Giving Back

At Prosperitas Financial, we strive to make a positive impact, not just in the lives of our clients, but also in our community and, frankly, in the entire world. Learn more about how you can help Prosperitas Financial in our quest to make our communities and the world a better place.

Coming Soon

Latest Media

It is with a heavy heart we share the loss of one of our Prosperitas family members, Peter A. Shuper.Peter was an incredible husband, father, friend, and financial professional who cared for his clients like family. His humor and charisma could, and often did, light up a room. Please keep the Shuper family in your thoughts during this devastating time. Peter is so dearly missed.A celebration of life will be held on Monday, June 5th at 2:30pm at Mount Sinai Simi Valley (6150 Mount Sinai Drive, Simi Valley, CA 93063) for those lucky enough to have known Peter. ... See MoreSee Less
View on Facebook
Prosperitas Financial
Our Second Quartely Investment Webinar of 2023 is now available on our YouTube Channel. Check it out! #ProsperWithUs #webinar #marketupdate ... See MoreSee Less
View on Facebook
Prosperitas Financial
That’s a wrap! A recording of the webinar will be available on our YouTube Channel shortly. #ProsperWithUs #Webinar #MarketUpdate ... See MoreSee Less
View on Facebook
Prosperitas Financial
We’re gearing up for our 2nd Quarter Market Update! YTD Performance, Sector Performance Comparison, Change in Inflation, FOMC Announcements, and Looking Ahead in 2023. ..College Planning Specialist, Rudy Herrera, will provide insight into what students should consider as the school year ends and summer begins. ..Join us Tuesday, May 2nd at 5pm! Register today. Link in bio.#Webinar #Q2 #ProsperWithUs #MarketUpdate ... See MoreSee Less
View on Facebook

2 months ago

Prosperitas Financial
Come see us at The Mortgage Doc Classic Mini Golf Tournament on April 22nd at 10am at MB2 Entertainment, Santa Clarita!! Fun for the whole family - prizes, DJ, mini golf, and MORE!..Register Here: www.eventbrite.com/e/473853236787..#ProsperWithUs #minigolf #scv #themortgagedoc ... See MoreSee Less
View on Facebook

Ready to talk?

Let’s Talk