Millennium Magazine_5th Ed

188 Millennium - A Marquis Who’s Who Magazine D riven by a passion for helping others, Elliot H. Kallen is a Financial Planner and Advisor, holding Series 7, 24, 63, 65 and 66 licenses. In 1980, Mr. Kallen received a Bachelor of Science in accounting and economics, with minors in business and computer science, from Rutgers, the State University of New Jersey. Mr. Kallen brings more than 25 years of entrepreneurial business ownership experience to Prosperity Financial Group, Inc., where he has served as owner, President, Financial Advisor and Partner since 1993. Focusing on wealth management, Mr. Kallen’s practice focuses on entrepreneurs, business owners, retirees and millennials. He advises on retirement and estate planning, employee benefit planning, insurance and risk management and investment planning programs. Prior to his current role, Mr. Kallen was a financial advisor and registered representative at Lincoln Financial Group from 1993 to 2000. Mr. Kallen is a member of the Financial Planning Association and attributes his success to hard work and sound decision making. He serves as president of A Brighter Day, his charity founded in the name of his youngest son which unites stress and depression resources with teenagers throughout the Bay Area. Additionally, Mr. Kallen is a former president of Congregation B’nai Shalom and the Boys and Girls Club of the Diablo Valley. For excellence in his career, Mr. Kallen’s business was named Best Boutique Independent Financial Planning Firm in 2019. In 2011, the San Francisco Business Times named him a Top Wealth Advisor in the Greater Bay Area, and in 2010, 401k Wire Magazine named Mr. Kallen among the Top 100 Most Influential Advisors in the Country. Additionally, Mr. Kallen was the recipient of the Ronald Reagan Gold Medal Award in 2006, was named Business Advisory Council Businessman of the Year by the Wall Street Journal in 2003 and was awarded Congressional Orders of Merit from the U.S. Congress from 2001 to 2006. Alongside his work, Mr. Kallen is a keynote speaker on motivation and marketing in the independent financial advisor industry. In five years’ time, Mr. Kallen plans to double the size of his company. ELLIOT H. KALLEN FINANCIAL PLANNER, WEALTH MANAGER Prosperity Financial Group San Ramon, CA FINANCE AND INSURANCE