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Elliot Kallen Wealth Manager | Registered Principal

For more than three decades, Elliot has provided customized wealth management solutions for entrepreneurs, business owners, retirees, and Millennials.

Elliot and his wife, Tammy, are passionate about giving back to the community through their 501(c)(3) foundation, A Brighter Day. Through his partnership with A Brighter Day Charity, the Kallen family has helped local teens and young adults recognize and access resources to cope with the risks of Stress and Depression.

He enjoys spending his free time with his family. Some of his hobbies include cooking, wine, golf, Travel, and studying history.

He lives in Lafayette, California with his wife, step-daughter, and grandson.

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He Revolutionized Sports Collectibles | Brandon Steiner &Raquo; Mte Brandon Steiner Quote 02 1024X1024 1
He Revolutionized Sports Collectibles | Brandon Steiner

In this episode of Meet the Expert, Elliot Kallen interviews legendary entrepreneur Brandon Steiner, founder of Steiner Sports and CollectibleXchange. From signing iconic athletes like Joe Namath and …

In this episode of M…

In this episode of Meet the Expert, Elliot Kallen interviews legendary entrepreneur Brandon Steiner, founder of Steiner Sports and CollectibleXchange. From signing iconic athletes like Joe Namath and Yogi Berra to building the most trusted sports memorabilia platform in the U.S., Brandon shares his journey of Innovation, business lessons, and the truth about the sports collectibles market.Watch the Episode HereIn This EpisodeMeet Brandon Steiner – A Pioneer in Sports MemorabiliaBrandon Steiner built Steiner Sports into the most recognized collectibles brand …

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Avatar Of Elliot Kallen Elliot Kallen April 17, 2025
Investing In The Future Of Healthcare With Michael Mcnurney  &Raquo; Mte Elliot Quote 01 Copy 1024X1024 1
Investing in the Future of Healthcare with Michael McNurney 

In this episode, Elliot Kallen speaks with Michael McNurney, healthcare and innovation strategist at Janus Henderson. They explore how Artificial Intelligence is revolutionizing medicine—from weight…

In this episode, Ell…

In this episode, Elliot Kallen speaks with Michael McNurney, healthcare and innovation strategist at Janus Henderson. They explore how artificial intelligence is revolutionizing medicine—from weight loss breakthroughs to Cancer detection and Diabetes management—and how investors can capitalize on biotech innovation.Watch the Episode HereIn This EpisodeMeet Michael McNurney of Janus HendersonMichael brings his deep expertise in healthcare innovation to the table. As a strategist with Janus Henderson, he works with top-tier analysts and investors to …

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Avatar Of Elliot Kallen Elliot Kallen April 17, 2025
How Automation Is Transforming The Shopping Experience With David Pinn &Raquo; Mte Elliot Quote 01 1024X1024 1
How Automation is Transforming the Shopping Experience with David Pinn

In this episode of Meet the Expert, Elliot Kallen talks with David Pinn, CEO of BrainCorp, about how automation and artificial intelligence are revolutionizing the shopping experience—from robotic f…

In this episode of M…

In this episode of Meet the Expert, Elliot Kallen talks with David Pinn, CEO of BrainCorp, about how automation and artificial intelligence are revolutionizing the shopping experience—from robotic floor cleaners in Walmart to AI-driven shelf scanners that boost operational efficiency and customer personalization. Learn what’s next for Retail, why automation is critical to labor productivity, and how CEOs are leading the shift toward smarter commerce.Watch the Episode HereIn This EpisodeIntroduction & Meet David PinnElliot Kallen introduces David Pinn, …

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Avatar Of Elliot Kallen Elliot Kallen April 17, 2025
Investing In Sports: A Weapon Of Mass Construction | Lynn Lashbrook &Raquo; Hqdefault 584
Investing in Sports: A Weapon of Mass Construction | Lynn Lashbrook

In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of Investing in sports as a means of creating positive change in the world. Learn h…

In today’s discuss…

In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving lives, from providing educational opportunities to fostering personal Growth and development.

Listen · 21:02 Watch Now
Avatar Of Elliot Kallen Elliot Kallen April 16, 2025
Taxes, Turbulence, And What You Can Still Control &Raquo; Elliot Profile Pic
Taxes, Turbulence, and What You Can Still Control

Let’s be honest—nobody looks forward to tax season. Just like holiday decorations that now seem to appear at Costco in July, “Tax Season” has evolved into a full-fledged financial season stret…

Let’s be honest—…

Let’s be honest—nobody looks forward to tax season. Just like holiday decorations that now seem to appear at Costco in July, “Tax Season” has evolved into a full-fledged financial season stretching from mid-March into the fall (right alongside football season, of course).But as you file your taxes and reflect on the year behind you—particularly after the market swings we’ve seen recently—it’s a great time to ask: How can I be more tax-efficient going forward?We can’t control the tax code, or how the government spends, saves, or debates interest rates. But what we can …

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Avatar Of Elliot Kallen Elliot Kallen April 10, 2025
Volatile Markets, Real Opportunity: Why Now Could Be 2025’S Best Buy-In Moment &Raquo; Hqdefault 161
Volatile Markets, Real Opportunity: Why Now Could Be 2025’s Best Buy-In Moment

This week’s market volatility has many investors feeling uneasy — but according to Prosperity Financial Group CEO, Elliot Kallen, these swings aren’t selling signals… they’re buying opportun…

This week’s market…

This week’s market volatility has many investors feeling uneasy — but according to Prosperity Financial Group CEO, Elliot Kallen, these swings aren’t selling signals… they’re buying opportunities. With over 30 years of experience, Elliot explains why now could be one of the best entry points of the year — and why timing the market can’t beat time in the market.📞 Have questions or want to review your investment strategy? Connect with us: www.prosperityfinancialgroup.com Book a consultation: https://prosperityfinancialgroup.com/find-an-advisor/Advisory Services offered throu…

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Avatar Of Elliot Kallen Elliot Kallen April 3, 2025
He Revolutionized Sports Collectibles | Brandon Steiner &Raquo; Hqdefault 64
He Revolutionized Sports Collectibles | Brandon Steiner

Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the chal…

Discover how Brandon…

Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the challenges he faced, and how he helped legitimize the sports collectibles industry. Learn valuable lessons on entrepreneurship, perseverance, and following your dreams from someone who started with just $4,000 and built a sports memorabilia empire.

Listen · 27:54 Watch Now
Avatar Of Elliot Kallen Elliot Kallen April 2, 2025
Investing In The Future Of Healthcare | Michael Mcnurney &Raquo; Hqdefault 592
Investing in the Future of Healthcare | Michael McNurney

In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated …

In this episode, Ell…

In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities.

Listen · 29:47 Watch Now
Avatar Of Elliot Kallen Elliot Kallen March 19, 2025
Why Tariffs Matter: Trade, Manufacturing, And The U.s. Economy &Raquo; Elliot Profile Pic
Why Tariffs Matter: Trade, Manufacturing, and the U.S. Economy

Understanding the Economic Impact of TariffsTrade policies—especially tariffs—have been a major topic of discussion recently. Regardless of political perspectives, these policies can significa…

Understanding the Ec…

Understanding the Economic Impact of TariffsTrade policies—especially tariffs—have been a major topic of discussion recently. Regardless of political perspectives, these policies can significantly impact industries, markets, and investment strategies. The goal of this article is to explore how tariffs have shaped the U.S. Economy and what they mean for the future of American manufacturing and trade.We all want the United States to have a thriving economy—one that fosters innovation, creates opportunities, and leads the world in new inventions. We also want to ensure that future …

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Avatar Of Elliot Kallen Elliot Kallen March 12, 2025
Yes, The Market Is Correcting—What Now? &Raquo; Elliot Profile Pic
Yes, the Market Is Correcting—What Now?

I’ve been receiving panicked calls about the current equity correction. Yes, several of the high-flying tech stocks (Magnificent 7) are down 6-14% this year, wiping out all gains since the November …

I’ve been receivin…

I’ve been receiving panicked calls about the current equity correction. Yes, several of the high-flying tech stocks (Magnificent 7) are down 6-14% this year, wiping out all gains since the November presidential election.As I’ve shared in my newsletters and Meet the Expert podcast (available on our website and all major platforms), 2025 was always set to be a volatile year—largely due to a volatile president. I believe this is just the first of three corrections we’ll see this year. However, I also believe we’ll finish 2025 higher than where we started. That’s 100% my opinion, b…

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Avatar Of Elliot Kallen Elliot Kallen March 5, 2025
How Automation Is Transforming The Shopping Experience | David Pinn &Raquo; Hqdefault 105
How Automation is Transforming the Shopping Experience | David Pinn

Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide perso…

Explore how BrainCor…

Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide personalized service and create a differentiated shopping experience. Learn how brick-and-mortar stores can leverage automation to compete with online retailers and attract consumers back to physical stores.

Listen · 26:11 Watch Now
Avatar Of Elliot Kallen Elliot Kallen March 5, 2025
The Coach’s Coach: Achieving The Impossible With Robert Hargrove &Raquo; Mte Elliot Quote 2 Copy 1024X1024 1
The Coach’s Coach: Achieving the Impossible with Robert Hargrove

Welcome to Meet the ExpertIn this episode of Meet the Expert, Elliot Kallen sits down with Robert Hargrove, a globally recognized executive coach and author of Masterful Coaching.If you’re a…

Welcome to Meet the …

Welcome to Meet the ExpertIn this episode of Meet the Expert, Elliot Kallen sits down with Robert Hargrove, a globally recognized executive coach and author of Masterful Coaching.If you’re a CEO, entrepreneur, or business leader, you might wonder: What separates high-achievers from everyone else? Is it raw talent, strategic thinking, or something deeper?Robert shares his insights into how top executives and business owners break past their limits, develop a competitive edge, and achieve the impossible. He explains why even the most talented leaders need coaching and how the right…

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Avatar Of Elliot Kallen Elliot Kallen February 25, 2025
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