Q2 2025 Investment Management Webinar
Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.
www.prosperitasfin.com
661-255-9555
Q1 2025 Investment Management Webinar
Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.
www.prosperitasfin.com
661-255-9555
Behind the Advisor: Fred Wachtel
Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to sa…
Behind the Advisor: Rian Denich
Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships.
…
The Philosophy of Finance: Mack Herrera
Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)!
Pros…
Behind the College Plan: Rudy Herrera
Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking for more content? Check out our Social Media pages.
Faceb…
Behind the Estate Plan: Andrew Cohen
Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking for more content? Check out our Social Media pages.
Faceb…
Behind the Advisor: Jerry Citarella
Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking for more content? Check out our Social Media pages.
Faceb…
Navigating 2024: Economy, Election & Investments
Our Quarterly Investment Webinar of Q1 2024 featuring Christopher Ingram and Robert Clark, founders of Prosperitas Financial. A discussion on the key topics shaping 2024: Media & Your Investments, Ma…
Creating a Boutique Investment Management Firm with Jennifer Brown
Jennifer Brown is the founder of Brown Investment Management. Brown Investment Management was designed to be a small boutique firm to cater to her client’s needs and goals. The company has fiduciary …
REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years
REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years
The Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top…
Building a Better Business with Selina Thomas of 6 Degrees HR Consulting
The HR Guru, Ms. Selina Thomas, joins us on the Advice First podcast for an extremely insightful episode! Whether you own a business, or employed by one, you'll appreciate Selina's tips & tricks to w…
Strengthen the Body and Strengthen the Mind with Mike Yudin
In this NEW episode of the #AdviceFirst podcast, Owner and Coach of Team Yudin Training, Mike Yudin, shares his passion for training a variety of athletes and making a positive impact in each of thei…
NFL to E-Sports: The Mental Game of Winning it All with Brock Vereen
In this episode of the Advice First podcast, we sit down with E-Sports commentator and former NFL player, Brock Vereen. Brock shares his journey to becoming a professional athlete, the mental strengt…
Valuing Your No's with Denise Lite
In this NEW episode of the #AdviceFirst podcast, we chat with Family Law Attorney, Denise Lite, and College Planning Specialist, Rudy Herrera. We learn how Denise got into the legal profession and wh…
Working ON The Business, Not IN The Business with Dr. Brian Edwards
In this NEW episode of the #AdviceFirst podcast, host Robert Clark interviews Dr. Brian Edwards, Owner and Dentist at Three Sixty Dentistry. We find out how his unique approach to dentistry is dissim…
The Passion Project with Eric Larson
In this NEW episode of the #AdviceFirst podcast, we sit down with Eric Larson, Owner of Cobra Tactical. Eric discussed with us how he kickstarted his business with the mindset of helping folks who we…
Raising the 1% of the 1% with George Colon
George Colon is the founder and owner of iComfort Heating & Air in Southern California. George and his wife had their first child at 16 years old and have been writing history ever since. In this epi…
How to Grow Your Small Business with Amanda Benson-Tilch
We were lucky enough to have Amanda Benson-Tilch of Ask Amanda Consulting in the studio to share some advice alongside Prosperitas Financial's founder, Christopher Ingram. Amanda shares her top 3 thi…