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Emily H
CFP®, Series 66
Santa Ana, CA
Prosperity Road, LLC
Emily Hermeno is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Financial Advocates LLP since 2006 and has been with Prosperity Road, LLC since 2015. Outside of her advisory role, she manages a CPA firm. Prosperity Road, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using no-load institutional mutual funds, ETFs, individual equities, and fixed income, and offers ongoing portfolio management and ERISA-focused plan oversight.
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