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 say about fantasy football!

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

Fred Wachtel - fwachtel@prosperitasfin.com

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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.

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

Looking for more content? Check out our Social Media pages.
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Podcast - https://advicefirst.buzzsprout.com/
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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)!

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial

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, Market Review, Election Year, and The Year Ahead.

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

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LinkedIn - https://www.linkedin.com/company/prosperitasfin
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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 responsibilities to each individual client. Although Brown Investment Management is bound by rules and regulations, they are more agile when it comes to investing with each individual in mind rather than an age-based design, so commonly seen.

Jennifer is happy to say that joining Prosperitas Financial, allows her to have the same boutique style firm. We share the same core goals, which is to help clients understand their full financial picture. We lead them down a path that is designed to reach their goals and uncover new ones along the way. Her motto is in-line with Prosperitas Financial, which is making sure we reach as many people as possible and teach them to pay themselves first and remove the financial stress from their shoulders.

In her time away from the office, Jennifer enjoys spending time with her family and friends. Some of her favorite outdoor activities include hiking and biking. Whether it is in her RV or crossing the globe, traveling is a passion of hers. She enjoys taking agility classes with her dog, Murphy. Her prior work experience in the entertainment industry lends to her love of movies and therefore, she is a member of Film Independent. Jennifer is proud to be a member and friend of the LGBT community.

Connect with Jennifer
(818)436-2196
JBrown@prosperitasfin.com

Prosperitas Financial
661.255.9555
info@prosperitasfin.com
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355

Looking for more content? Check out our Social Media pages.
Facebook - https://www.facebook.com/Prosperitasfin
LinkedIn - https://www.linkedin.com/company/prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - https://www.instagram.com/prosperitas_financial/