Advice First

Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.www.prosperitasfin.com661-255-9555info@prosperitasfin.com

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 Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Fred Wachtel - fwachtel@prosperitasfin.comLooking for more content?  Check out our Social Media pages.Facebook -   / prosperitasfinLinkedIn -   / prosperitasfinPodcast - https://advicefirst.buzzsprout.com/Instagram -   / prosperitas_financial   

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 Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Looking for more content?  Check out our Social Media pages.Facebook -   / prosperitasfinLinkedIn -   / prosperitasfinPodcast - https://advicefirst.buzzsprout.com/Instagram -   / prosperitas_financial    

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 Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Looking 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 91355Looking 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 91355Looking 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 91355Looking 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 91355Looking 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/

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)436-2196JBrown@prosperitasfin.comProsperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking 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/

REAL Estate Planning: How to (Properly) Exit Your Home of 30 YearsThe Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top realtors in Santa Clarita Valley, Bri King.Bri's success is not defined by just the number of homes she sells each year, but by taking excellent care of each individual client even years after escrow has closed. Her process helps sellers optimize their exit to meet their specific goals, while helping them through the emotional process of moving on from their long-time home. This episode highlights the intricacies of estate planning when parents are holding on to a home they've owned for 20+ years, and exactly what their options are to set themselves up for success in retirement and beyond.Connect with Bri King:(661) 433-4485Bri4re@gmail.comwww.facebook.com/bri4rewww.youtube.com/channel/UC1jaXtNXT8VP-1tGtyqBVmQConnect with Jerry Citarella:(661) 255-9555jcitarella@prosperitasfin.comwww.instagram.com/jerrycitarella/www.youtube.com/@jerrycitarellapresentsProsperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking 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/