Prosperitas Financial

  • Financial Services
  • Santa Clarita CA
  • 11 employees
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Company Overview

Headquarters
25060 Avenue Stanford, Santa Clarita CA
Website
prosperitasfin.com
Employees
11
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Prosperitas Financial

Prosperitas Financial is a financial services firm based in Santa Clarita, California. The company employs 11 people and generates $2.5 million in annual revenue. Prosperitas Financial specializes in providing comprehensive financial advice and services to clients looking to achieve their financial goals. The company offers a wide range of services, including financial planning, wealth management, life insurance, long-term care insurance, disability insurance, corporate benefits, employer retirement plans, health insurance, estate planning and trust services, tax preparation and planning, college guidance, lending, and business succession planning. Prosperitas Financial works with elite financial advisors and financial service providers to ensure a holistic approach to client needs. Prosperitas Financial distinguishes itself by emphasizing the expertise, knowledge, and experience of its team of specialists. They define "elite advisors" not by practice size, but by their passion and dedication to their clients. To learn more about Prosperitas Financial or to connect with their team, please visit their website at www.prosperitasfin.com.

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FAQ

What is the location of Prosperitas Financial's headquarters?
The headquarters of Prosperitas Financial are situated at 25060 Avenue Stanford, Santa Clarita CA
What is Prosperitas Financial's official website?
The official website of Prosperitas Financial can be found at prosperitasfin.com.
What is Prosperitas Financial's current revenue?
As of August 2023, Prosperitas Financial's annual revenue reached $3B.
How many employees does Prosperitas Financial currently have?
Prosperitas Financial employs approximately 11+ people as of August 2023
Which industries is Prosperitas Financial primarily operating in?
Prosperitas Financial operates in the following industries: Credit, Finance

Employee Directory

Key Employees

Christopher Ingram

Chief Executive Officer

Phone Email

Fred Wachtel

Financial Advisor

Phone Email

Mark Petersen

Chief Operating Officer

Phone Email