Advice First Podcast
1) 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 info@prosperitasfin.com
2) 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 info@prosperitasfin.com
3) 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 say...Show More
4) 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. P...Show More
5) 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)!Prosp...Show More
6) Behind the College Plan: Rudy Herrera
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. Facebo...Show More
7) Behind the Estate Plan: Andrew Cohen
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. Facebo...Show More
8) Behind the Advisor: Jerry Citarella
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. Facebo...Show More
9) 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, Mar...Show More
10) 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 r...Show More