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

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/

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/

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 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) 433-4485
Bri4re@gmail.com
www.facebook.com/bri4re
www.youtube.com/channel/UC1jaXtNXT8VP-1tGtyqBVmQ

Connect with Jerry Citarella:
(661) 255-9555
jcitarella@prosperitasfin.com
www.instagram.com/jerrycitarella/
www.youtube.com/@jerrycitarellapresents

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/

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 working remotely, finding that dream candidate or job offer, and what it takes to be an attractive organization in today's climate.

Selina is pursuing a seat on Santa Clarita's City Council as the only no-party candidate. She shares her position on key issues which align well with small businesses throughout SCV.

You can connect with Selina here:
https://www.facebook.com/selina.m.thomas/
https://www.instagram.com/Voteforselinathomas/
https://www.youtube.com/user/PhilEnya2/videos
https://twitter.com/Selinaforcityc1