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.

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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.

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Prosperitas Financial
Many of us will inherit money from someone who cared about us. Financial Advisor, Jerry Citarella, helps us understand what to do with these acquired funds and illustrates the changes made to the Secure Act in 2020. ..Talk to a professional. We are here to help you learn all your options and narrow down the one that best suits you. ..Call Us 📞 661-255-9555Email Us 💻 info@prosperitasfin.com ... See MoreSee Less
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Prosperitas Financial
Join us ONLINE this Thursday, October 14th at 5:00pm for a live, informative session on all things Medicare!..We'll cover:◼️ 7 reasons people end up overpaying for Medicare insurance and co-pays◼️ How to leverage California's exclusive Medicare rule◼️ Recent plan changes throughout Southern California◼️ Which Medicare plan may be best for you in 2022..Who Should Attend? ◼️ Individuals age 65 and above◼️ Individuals turning 65 in the next 12 months◼️ Individuals currently enrolled in Medicare plan..REGISTER HERE - us02web.zoom.us/webinar/register/WN_fxK6RVtpQqOMBHUwLelIpg ... See MoreSee Less
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