Valencia, CA 25060 Avenue Stanford Office

Frederic Wachtel is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Wells Fargo Advisors, and Next Financial Group. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, financial planning, retirement plan consulting, and comprehensive portfolio management using a mix of analytical approaches and third-party managers.

Jason Miller is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds one year of industry experience and previously worked at KPMG from 2015 to 2019. Miller also has roles at Equity Smart Home Loans and PGIE, where he has been involved since 2019. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and retirement plan consulting with a mix of analytical approaches and individualized portfolios.

Andrew Cohen is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding three years of industry experience. He is also the principal attorney at the Law Offices of Andrew Cohen, where he has worked since 2011 assisting clients with trust and estate planning. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of investment strategies and third-party managers.

Rudy Herrera is a financial advisor with Prosperitas Financial, LLC, holding three years of industry experience. He is also the owner of College Assurity, a business focused on college planning and funding, helping students gain college admission and assisting parents with funding strategies. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a combination of analytical approaches and individualized portfolio strategies.

Rian Denich is a financial advisor with Prosperitas Financial, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Prosperitas in 2021, he worked at Wells Fargo Bank N.A. for two years and was employed at Dapper Dan's Car Wash for five years. Prosperitas Financial is a multi-team registered investment adviser that serves individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients and employs a variety of analytical approaches to build and monitor individualized portfolios.

Donald Blauner is a financial advisor at Prosperitas Financial, LLC with 39 years of industry experience. He has worked at Prosperitas Financial since 2024 and previously spent 25 years at Crown Capital Securities, L.P. Blauner also operates Blauner Financial, a business through which he sells fixed annuities and long-term care products. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million using a combination of individual securities, third-party managers, and various analytical approaches.

Ethan Alvarez is a Series 65-licensed financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas, he held positions at various organizations including San Diego State University and Batza & Associates. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using a range of securities and employs multiple analytical approaches, regularly monitoring and rebalancing client investments.

Kieran Wong is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Prosperitas since 2021 and was previously with NEXT Financial Group and operated his own consulting business for ten years. Prosperitas Financial is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting through individualized portfolios and a blend of analytical approaches.

Byron Alvarado is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Prior to joining Prosperitas in 2024, he worked at firms including Oneamerica Securities and American United Life. He is also CEO and agent of FWDTHINK Insurance & Alt Solutions, where he focuses on fixed insurance products and life settlements. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, employing a range of analytical approaches to build individualized portfolios and offering comprehensive wealth management and consulting services.

Mc Eathren Herrera is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and three years of industry experience. Prior to joining Prosperitas in 2023, Herrera worked for the University of California, Santa Cruz Athletics & Recreation department from 2018 to 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages portfolios using a variety of investment vehicles and analytical approaches, and it is notable for disclosing predecessor performance and certain operational policies not commonly found among similar firms.

Shea Weiner is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual. Shea completed his undergraduate education in 2025. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a combination of individual securities, third-party managers, and various analytical approaches.

Jerry Citarella is a financial advisor at Prosperitas Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Next Financial Group Inc and Guardian Life. He is also the owner of Infinity Wealth Management, providing securities and investment advisory services. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a range of asset classes and employs a blend of analytical approaches to build and monitor individualized portfolios.

Antonio De Frank is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with one year of industry experience. He joined Prosperitas Financial in 2025 after completing his undergraduate education in 2023. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering portfolio management, financial planning, and retirement consulting using a diverse range of investment strategies and third-party managers.

Ryder Bendrat is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Prosperitas, he held roles at Thelma's Cafe and Jerry Citarella Presents. Ryder’s background also includes work in energy and education sectors. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering a range of services including asset management, comprehensive portfolio management, and retirement plan consulting using a mix of analytical approaches and individualized portfolio construction.

Mark Petersen is a Series 66 licensed financial advisor with five years of industry experience, currently with Prosperitas Financial, LLC. He previously worked at NEXT Financial Group and spent 15 years with Petersen International Underwriters. Outside of advising, he is involved in marketing and graphic design through a separate business venture. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages diversified portfolios using a range of securities and employs a mix of fundamental, technical, sector, and cyclical analysis in its investment approach.