Prosperitas Financial, LLC

Frederic Wachtel is a financial advisor at Prosperitas Financial, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Next Financial Group, Inc., Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, and Morgan Stanley Private Bank, National Association. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and third-party adviser management. The firm employs a range of investment strategies and tools, including fundamental and quantitative analysis, and offers both discretionary and non-discretionary advisory programs.

Rian Denich is a financial advisor at Prosperitas Financial, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Wells Fargo Bank N.A. and Dapper Dan's Car Wash. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and utilizes third-party advisers and technology to support tax-aware asset location and rebalancing.

Donald Blauner is a financial advisor at Prosperitas Financial, LLC with 39 years of industry experience. He has worked at Crown Capital Securities, L.P. for 25 years and has operated Blauner Financial since 1984, where he sells fixed annuities and long-term care products. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including fundamental, technical, quantitative, and sector analysis, and provides tailored portfolio management through discretionary and non-discretionary advisory programs.

Ethan Alvarez is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Prosperitas, he held various roles including positions at San Diego State University and Santa Monica College. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and uses third-party managers to tailor portfolios based on client objectives and risk tolerance.

Christopher Stamos is the owner and CPA of Stamos and Stamos, Certified Public Accountants, Inc., with over 22 years of experience in accounting and tax services. He holds a Series 65 designation and has worked at Prosperitas Financial, LLC since 2025. In addition to his accounting practice, he authors books and offers coaching and an online course to assist clients in acquiring CPA firms or similar businesses. Stamos and Stamos is a certified public accounting firm that provides tax, accounting, and business-planning services to individuals and businesses. The firm is registered as an investment adviser primarily to solicit referrals to third-party investment management firms and does not provide direct asset management or custody services.

Kieran Wong is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Prosperitas Financial since 2021 and has prior experience with NEXT Financial Group, Status Not Quo, and his own consulting business. Prosperitas Financial serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering asset management, comprehensive portfolio management, financial planning, and third-party adviser management. The firm employs a range of investment strategies and tools, including fundamental and quantitative analysis, and supports tax-aware asset location and opportunistic rebalancing.

Heather Brockhurst is a financial advisor at Prosperitas Financial, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at MML Investors Services LLC, MassMutual Life Insurance Company, GUARDIAN LIFE INSURANCE COMPANY of America, Park Avenue Securities, and Ameriprise Financial Services Inc. Outside of advising, she is involved in selling life and health insurance and operates a real estate business representing buyers and sellers in residential transactions. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies and third-party advisers to tailor portfolios and supports held-away accounts with tax-aware asset location and opportunistic rebalancing.

Byron Alvarado is a financial advisor at Prosperitas Financial, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OneAmerica Securities and American United Life. In addition to his advisory role, he serves as CEO and agent at FWDTHINK Insurance & Alt Solutions, focusing on fixed insurance products and life settlements. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and sub-advisors, emphasizing tailored approaches through ongoing reviews and the use of technology to support tax-aware asset management.

Mc Eathren Herrera is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with three years of industry experience. Before joining Prosperitas in 2023, Herrera worked in athletics and recreation at the University of California, Santa Cruz. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and supports held-away retirement accounts through technology to implement tax-aware asset location and opportunistic rebalancing.

Shea Weiner is a financial advisor at Prosperitas Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Prosperitas, Shea was with Northwestern Mutual for one year. Prosperitas Financial serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting through both discretionary and non-discretionary advisory programs. The firm employs fundamental, technical, quantitative, and sector analysis to construct and manage portfolios that include a variety of public and private investments.

Jerry Citarella is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked with Prosperitas Financial since 2021 and has been associated with Next Financial Group Inc since 2007. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and third-party adviser management. The firm employs a range of investment strategies, including fundamental, technical, quantitative, and sector analysis, and offers services such as tax-aware asset location and opportunistic rebalancing.

Antonio De Frank is a financial advisor at Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has been with Prosperitas Financial since 2025. Prior to joining the firm, he completed his undergraduate education and has no prior industry experience. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental, technical, quantitative, and sector analysis in constructing portfolios from a variety of investment types and offers third-party adviser management and tax-aware asset location strategies.

Ryder Bendrat is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Prosperitas, he worked at Thelma's Cafe and is involved with Jerry Citarella Presents. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and uses third-party advisers and technology to support tax-aware portfolio management and ongoing client reviews.

Mark Petersen is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding a Series 66 designation and five years of industry experience. He previously worked with NEXT Financial Group and spent 15 years at Petersen International Underwriters. Outside of his advisory role, he is involved in graphic design and marketing through a separate business venture. Prosperitas Financial serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental and quantitative analysis, and provides services such as third-party adviser management and tax-aware asset location.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in various roles, including positions at Whole Foods and the Office of Congressman Mike Garcia. Prosperitas Financial serves individual and high-net-worth clients, trusts, retirement plans, and business entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and utilizes sub-advisors to implement client portfolios, combining fundamental, technical, quantitative, and sector analyses.