Tuesday - June 23rd, 2026
Apple News
×

What can we help you find?

Open Menu
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.

Recent Content

Filter By Content
Loading...
Protect And Grow Your Business The Smart Way | Jeff Holman &Raquo; Dxvloya1W
Protect and Grow Your Business the Smart Way | Jeff Holman

Elliot Kallen sits down with attorney and entrepreneur Jeff Holman, founder of Intellectual Strategies, to explore how business owners can protect their companies without breaking the bank. Jeff share…

Elliot Kallen sits d…

Elliot Kallen sits down with attorney and entrepreneur Jeff Holman, founder of Intellectual Strategies, to explore how business owners can protect their companies without breaking the bank. Jeff shares how his “fractional legal team” model gives startups and Small Businesses access to high-level legal expertise at a fraction of traditional costs — helping founders focus on Innovation instead of hourly billing. Together, they discuss how entrepreneurs can align legal strategy with business Growth, why confidence matters in innovation, and how AI and collaboration are reshaping the legal …

Watch Now
The Reason Healthcare Stocks Are Undervalued | Sean Carroll &Raquo; Dxvloya1W
The Reason Healthcare Stocks Are Undervalued | Sean Carroll

In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innov…

In this episode of M…

In this episode of Meet the Expert, Elliot Kallen speaks with Sean Carroll, Portfolio Manager at Janus Henderson, overseeing $15 billion in healthcare and biotech investments. They dive into the innovations reshaping medicine—from obesity and Cancer drugs to robotic surgery and genetic therapies. Sean explains why the healthcare sector remains undervalued despite breakthroughs in biotech and how investors can capitalize on the next wave of medical innovation. From GLP-1 weight-loss drugs to precision oncology, this conversation reveals where science, Money, and Technology intersect to defin…

Watch Now
How To Use Ai And Pr To Scale Your Business | Eric Yaverbaum &Raquo; Dxvloya1W
How to Use AI and PR to Scale Your Business | Eric Yaverbaum

Today, Elliot Kallen speaks with Eric Yaverbaum, a PR legend, bestselling author of PR for Dummies, and founder of Ericho Communications. They explore how public relations has evolved from TV and prin…

Today, Elliot Kallen…

Today, Elliot Kallen speaks with Eric Yaverbaum, a PR legend, bestselling author of PR for Dummies, and founder of Ericho Communications. They explore how public relations has evolved from TV and print to the lightning-fast, AI-driven media landscape we live in today. Eric shares how storytelling, digital tools, and authenticity now define brand visibility—and why the smartest founders see PR not as a luxury, but as a growth engine. From learning to ride news cycles to embracing AI as “the great equalizer,” this conversation reveals how small businesses can compete with major brands by …

Watch Now
Disrupting Healthcare With Brain Tech With Katarina Maloney &Raquo; Mte Elliot Quote 01 Copy 1024X1024 1
Disrupting Healthcare with Brain Tech with Katarina Maloney

Introduction In this eye-opening episode of Meet the Expert with Elliot Kallen, we delve into the future of mental wellness with special guest Katarina Maloney, CEO of IQ Mind. As a pioneer in neur…

Introduction In t…

Introduction In this eye-opening episode of Meet the Expert with Elliot Kallen, we delve into the future of mental wellness with special guest Katarina Maloney, CEO of IQ Mind. As a pioneer in neurotechnology, Katarina shares how cutting-edge brainwave tuning is transforming lives—from reducing depression and PTSD to enhancing elite athletic performance. This non-invasive, drug-free solution may be the breakthrough millions have been waiting for. Whether you’re an investor, concerned parent, or curious about boosting brain potential, this episode offers invaluable insights. Watch the…

Read More
Disrupting Healthcare With Brain Tech | Katarina Maloney &Raquo; Dxvloya1W
Disrupting Healthcare with Brain Tech | Katarina Maloney

On this week's episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQMind, about the intersection of neuroscience, innovation, and business. Katarina shares how…

On this week's episo…

On this week's episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQMind, about the intersection of neuroscience, innovation, and business. Katarina shares how her company is using advanced brainwave technology to address depression, PTSD, concussions, and performance optimization without relying on pharmaceuticals.

Watch Now
How Creativity Shapes Business Growth With Andy Zimmerman &Raquo; Mte Andy Zimmerman Quote 01 1024X1024 1
How Creativity Shapes Business Growth with Andy Zimmerman

Introduction In this episode of Meet the Expert with Elliot Kallen, Elliot sits down with Andy Zimmerman, CEO of Journey, a trailblazer in immersive experience design. Andy’s work redefines story…

Introduction In t…

Introduction In this episode of Meet the Expert with Elliot Kallen, Elliot sits down with Andy Zimmerman, CEO of Journey, a trailblazer in immersive experience design. Andy’s work redefines storytelling through physical spaces—think the Empire State Building, The Sphere in Las Vegas, and Disney’s MagicBand. As a creative CEO managing high-growth rollups and imaginative teams, Andy shares how he balances profitability with world-class innovation. A must-listen for visionary leaders, wealthy investors, and anyone fascinated by the intersection of business and creativity. Watch Fu…

Read More
How Creativity Shapes Business Growth | Andy Zimmerman &Raquo; Dxvloya1W
How Creativity Shapes Business Growth | Andy Zimmerman

In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his tea…

In this episode of M…

In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his team has transformed iconic experiences like the Empire State Building and the Las Vegas Sphere, and why multidimensional design drives both engagement and revenue.

Watch Now
The Future Of Community Healthcare With Paul Hiltz &Raquo; Mte Paul Hiltz Quote 01 1024X1024 1
The Future of Community Healthcare with Paul Hiltz

Introduction As CEO of Prosperity Financial Group, Elliot Kallen continues to bring high-level expertise to his audience with another powerful episode of Meet the Expert. In this conversation, he s…

Introduction As C…

Introduction As CEO of Prosperity Financial Group, Elliot Kallen continues to bring high-level expertise to his audience with another powerful episode of Meet the Expert. In this conversation, he speaks with Paul Hiltz, CEO of Naples Comprehensive Healthcare System (NCH), about the future of community healthcare—and how it’s rapidly evolving with AI, preventive care, and the consolidation of medical systems. Watch the Episode Here Episode Highlights AI and tech are reshaping community healthcare systems. Consolidation is transforming hospitals into comprehensive c…

Read More
Concierge Medicine And The Return Of Trust | Paul Hiltz &Raquo; Dxvloya1W
Concierge Medicine and the Return of Trust | Paul Hiltz

What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge me…

What happens when yo…

What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge medicine and its surprising role in restoring trust in healthcare. They discuss how the chaos and conflicting messaging during COVID accelerated distrust in traditional systems — and why more patients (and doctors) are now opting for models that prioritize time, attention, and real Relationships over bureaucracy.

Watch Now
Rebuilding Workplaces For Working Parents With Alexa Starks &Raquo; Mte Alexa Starks Quote 02 1024X1024 1
Rebuilding Workplaces for Working Parents with Alexa Starks

Introduction In this inspiring episode of Meet the Expert with Elliot Kallen, Elliot sits down with Alexa Starks, founder and chief strategist of Executive Moms, to discuss how companies can better…

Introduction In t…

Introduction In this inspiring episode of Meet the Expert with Elliot Kallen, Elliot sits down with Alexa Starks, founder and chief strategist of Executive Moms, to discuss how companies can better support parents—especially mothers—returning to work after maternity leave. They explore leadership momentum, Burnout prevention, and reframing Motherhood as a leadership skillset that benefits corporate performance. Watch the Episode Here Episode Highlights The Return-to-Work Challenge – Many mothers face a steep re-entry after maternity leave, with no ramp-up p…

Read More
Rebuilding Workplaces For Working Parents | Alexa Starks &Raquo; Dxvloya1W
Rebuilding Workplaces for Working Parents | Alexa Starks

Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands wit…

Maternity leave isn�…

Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands with little to no structural support. In this episode, Alexa Starks, founder of Executive Moms, joins Elliot Kallen to discuss how most return-to-work systems are fundamentally broken—and what companies can do to fix them. Check more of Alexa's work: https://executivemoms.co/workshops/

Watch Now
Business Ownership &Amp; Legal Mastery With Norman Kallen &Raquo; Mte Norman Kallen Quote 01 1024X1024 1
Business Ownership & Legal Mastery with Norman Kallen

Introduction In this episode of Meet the Expert with Elliot Kallen, Elliot sits down with Norman Kallen, a top M&A and tax attorney and partner at Brown, Moskowitz & Kallen. Their discussion offers…

Introduction In t…

Introduction In this episode of Meet the Expert with Elliot Kallen, Elliot sits down with Norman Kallen, a top M&A and tax attorney and partner at Brown, Moskowitz & Kallen. Their discussion offers invaluable legal insight for business owners at every stage—from startup to exit. Whether you’re launching your company, expanding via acquisition, or preparing to sell, this episode outlines key legal strategies to protect your business and maximize value. Watch the Episode Here Episode Highlights Legal essentials for startups and early-phase business owners Struct…

Read More