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.

Coming Soon

Latest Media

One week from right now, we're hosting our 3rd Quarterly Investment Webinar of 2023! We'll discuss the state of our economy, provide a market update, and review fundamental data, political shifts, monetary policy, rate hikes, and MORE!..Vice President of Strategy and Research at First Trust, Chris Bush, will join us to provide his thoughts on interest rates, a potential recession, the market rebound, and what we can anticipate going into an election year. ..Join us on Tuesday, September 26th at 5:00 pm. Register today. Link in bio. #webinar #Q3 #ProsperWithUs #marketupdate ... See MoreSee Less
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Prosperitas Financial
#MeetTheTeam - Jessica Saunders, CFP..As a CERTIFIED FINANCIAL PLANNER™, Jessica collaborates with some of the best individuals and business owners to establish sound financial decisions. She consistently delivers a high-touch service level through a comprehensive and holistic wealth planning approach. ..Want to learn more about Jessica? Visit our website at www.prosperitasfin.com. #ProsperWithUs ... See MoreSee Less
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Prosperitas Financial
We are only TWO weeks away from the kickoff of the 2023 NFL Season. ..The Prosperitas Pick-Em Challenge is back for a 2nd consecutive year, and you're invited to participate! ..Rules and Scoring:1. Includes all regular season games (not post-season)2. All games worth 1 point3. Weekly tiebreaker is the total score of the Monday Night Game4. If no picks made, zero points awarded5. Pick deadline is 5 minutes before the day's first game 6. Prizes awarded to the top 3 individuals with the highest total correct picks for the season..Entry Deadline is September 5, 2023. Kickoff on September 7, 2023. Registration Link is in our bio. ... See MoreSee Less
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Prosperitas Financial
Please join us in welcoming Jessica Saunders, CFP to the Prosperitas Family!..As a CERTIFIED FINANCIAL PLANNER™, Jessica blends her passion for wealth planning with empowering her clients to be financially and personally successful, laying the groundwork for a secure and prosperous future. ..Jessica can be reached at jsaunders@prosperitasfin.com or 661-255-9555 x128. #we'reGrowing #ProsperWithUs #financialadvisor ... See MoreSee Less
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2 months ago

Prosperitas Financial
Looking for a way to beat the heat? Come join us for a FREE private screening of the new movie Teenage Mutant Ninja Turtles: Mutant Mayhem on Saturday, August 5th at 9:30am at the Regal Edwards Canyon Country! ..#ProsperWithUs #movie #scv #themortgagedoc ... See MoreSee Less
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