Advice First

Prosperitas Financial
661.255.9555
[email protected]
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 
[email protected] 
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
[email protected]

Prosperitas Financial 
661.255.9555 
[email protected] 
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
[email protected]
www.facebook.com/bri4re
www.youtube.com/channel/UC1jaXtNXT8VP-1tGtyqBVmQ

Connect with Jerry Citarella:
(661) 255-9555
[email protected]
www.instagram.com/jerrycitarella/
www.youtube.com/@jerrycitarellapresents

Prosperitas Financial 
661.255.9555 
[email protected] 
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

In this NEW episode of the #AdviceFirst podcast, Owner and Coach of Team Yudin Training, Mike Yudin, shares his passion for training a variety of athletes and making a positive impact in each of their lives. He views everyday as a chance to impact someone and it’s a choice to make it positive or negative. Mike’s initial objective with an athlete is getting their mind right and then to work on strengthening their body. 

Connect with Mike Yudin:
Instagram - @TeamYudin
Facebook - Team Yudin Training
Twitter - @TeamYudin
Website - http://www.teamyudin.com/

In this episode of the Advice First podcast, we sit down with E-Sports commentator and former NFL player, Brock Vereen. Brock shares his journey to becoming a professional athlete, the mental strength needed at every level of the game, and transferring that mindset to his life off the field. Listen in as Brock walks us through the E-Sports landscape, some of the professional athletes behind the controls, and how ESTV is taking the E-Sports world by storm. 

In this NEW episode of the #AdviceFirst podcast, we chat with Family Law Attorney, Denise Lite, and College Planning Specialist, Rudy Herrera. We learn how Denise got into the legal profession and what values she prioritizes. She discusses how a single experience made her come to some interesting realizations and what guidelines she set for herself moving forward. 

In this NEW episode of the #AdviceFirst podcast, host Robert Clark interviews Dr. Brian Edwards, Owner and Dentist at Three Sixty Dentistry. We find out how his unique approach to dentistry is dissimilar to the traditional dental practice. Brian showcases his mindset to work ON the business, as opposed to IN the business at least one day a week and how this has tremendously improved his practice and life.  

Connect with Brian:
Instagram - threesixtydentistry
Facebook - Three Sixty Dentistry by Brian T. Edwards, DDS Inc. 
Website - www.threesixtydentistry.com
Phone Number - 661-254-4000

In this NEW episode of the #AdviceFirst podcast, we sit down with Eric Larson, Owner of Cobra Tactical. Eric discussed with us how he kickstarted his business with the mindset of helping folks who were being deployed and ensuring they have what they need overseas. He explains how it has shifted into much more than that, especially during the initial scare of COVID and other events during 2020.