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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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Best Ways To Transfer Wealth To The Next Generation &Raquo; 5 1024X683 1
Best Ways to Transfer Wealth to the Next Generation

As we enter the second half of 2024, an election year with all types of volatility, we should continue to think about where we desire our wealth to go, while we are still alive or post-death. Planning…

As we enter the seco…

As we enter the second half of 2024, an election year with all types of volatility, we should continue to think about where we desire our wealth to go, while we are still alive or post-death. Planning here is always advantageous, or we may be giving the state and federal governments a large bulk of our assets.We work with clients every day on these issues, and when you own a family business or a large amount of assets, including real estate and equities, it can be quite an ordeal to transfer these assets and still keep your wealth and family intact and communicating forever. So much ill-wi…

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Frozen Vegetables And Your Bond Accounts &Raquo; Elliot Profile Pic
Frozen Vegetables and Your Bond Accounts

I am quite sure you have no idea what I am talking about. Even if you aren’t the shopper in the family or would never purchase frozen peas or corn, why is this relevant to bond accounts?Experts …

I am quite sure you …

I am quite sure you have no idea what I am talking about. Even if you aren’t the shopper in the family or would never purchase frozen peas or corn, why is this relevant to bond accounts?Experts predicted that the Federal Reserve Bank would lower interest rates at least three times this year, beginning this June. But now with inflation rearing its ugly head again, it’s doubtful that interest rates will drop anytime soon, and probably not even this year.Rising Commodity Prices and Your Disposable IncomeIn the last three years, prices we all pay for commodities are up by as much a…

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Building A Billion-Dollar Business With Liz Elting &Raquo; Mte Quotes Liz Elting 1 1024X1024 1
Building a Billion-Dollar Business with Liz Elting

In this episode of “Meet the Expert,” host Elliot Kallen sits down with Liz Elting, the visionary co-founder of TransPerfect. Liz shares her incredible journey from starting a business in an NYU d…

In this episode of …

In this episode of “Meet the Expert,” host Elliot Kallen sits down with Liz Elting, the visionary co-founder of TransPerfect. Liz shares her incredible journey from starting a business in an NYU dorm room to building the world’s largest language solutions company. She also discusses her philanthropic efforts, the importance of Resilience and discipline in entrepreneurship, and her recently published book. This conversation is packed with insights and advice for aspiring entrepreneurs and established business leaders alike.Watch the Episode HereLanguage Passion to Busine…

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Building A Billion-Dollar Business With Liz Elting &Raquo; B7C523864Fda4Fcf35Cd81624493F72E
Building a Billion-Dollar Business with Liz Elting

Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right …

Discover the inspiri…

Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business and achieving long-term growth.

Listen · 37:15 Watch Now
Love, Legacy, And Mom’s Financial Wisdom &Raquo; Elliot Profile Pic
Love, Legacy, and Mom’s Financial Wisdom

What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers pu…

What kind of son wou…

What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers put into raising us. They endured sleepless nights during our early years, managed countless diaper changes, nursed us through illnesses, constantly worried about our safety and futures, and navigated our challenging teenage antics. Yet, ask any of them what they would change, and the likely answer is, “Nothing.”A Personal Tribute to MomFor me, I feel blessed. My mother, born during the …

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How Inflation Affects Your Investments &Raquo; Elliot Profile Pic
How Inflation Affects Your Investments

Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you,…

Have you noticed the…

Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you, other than the fact that everything now costs more?Just a month ago, and since January, experts were predicting that the Federal Reserve would lower rates in June and possibly 3-4 more times this year. However, with the price of a barrel of crude oil now above $80, this is likely to boost the inflation rate by several percentage points, prompting the Federal Reserve to reconsider any rate red…

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Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti &Raquo; Hqdefault 422
Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti

Municipal Bonds: Demystifying Tax-Free Income With Gregory TorrettiWelcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen!Ever dreamt of tax-free income? This episode dives deep i…

Municipal Bonds: Dem…

Municipal Bonds: Demystifying Tax-Free Income With Gregory TorrettiWelcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen!Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municip…

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Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti &Raquo; Graphics Eb Mte 5 Gregory Torretti
Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti

Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from America…

Welcome to Season 4,…

Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pro…

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Oil, Interest Rates, And Your Money &Raquo; Elliot Profile Pic
Oil, Interest Rates, and Your Money

We are in the most interesting times. For our personal investment clients and 401(k) clients, there have been many smiles so far this year. We are happy that the markets, broadly, have begun this year…

We are in the most i…

We are in the most interesting times. For our personal investment clients and 401(k) clients, there have been many smiles so far this year. We are happy that the markets, broadly, have begun this year on a bullish note. 2023–except for a handful of large AI companies–was a poor year for investors. But today, smiles are back.And… It’s an election year, which is usually a pretty good year for investors too.Interest Rates: A Word of CautionHowever, let’s consider the cautionary winds that are blowing gently so far but still persist. Wall Street experts believe that the Feder…

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Investing In Emerging Markets With Kevin T. Carter &Raquo; Hqdefault 42
Investing In Emerging Markets With Kevin T. Carter

Investing In Emerging Markets With Kevin T. CarterWelcome to Season 4, Episode 4 of Meet the Expert® with Elliot Kallen!Why should you care about emerging markets? What are they anyway? Meet the…

Investing In Emergin…

Investing In Emerging Markets With Kevin T. CarterWelcome to Season 4, Episode 4 of Meet the Expert® with Elliot Kallen!Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventional routes. He also talks about the risks of investing in emerging markets…

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Investing In Emerging Markets With Kevin T. Carter &Raquo; Graphics Kevin T Carter Headshot Mte S4 4 Kevin T. Carter
Investing In Emerging Markets With Kevin T. Carter

Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your po…

Why should you care …

Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventional routes. He also talks about the risks of investing in emerging markets and what you can do about them. You might get convinced to take a closer look at one of these markets when you’re done with…

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Spring: A Time For Renewal In Estate Planning &Raquo; Elliot Profile Pic
Spring: A Time for Renewal in Estate Planning

I always think of March and April as new flowers, new loves, and new beginnings. In the Estate Planning world, it’s a great time to think about not only the next generation but planning for several …

I always think of Ma…

I always think of March and April as new flowers, new loves, and new beginnings. In the Estate Planning world, it’s a great time to think about not only the next generation but planning for several generations to come.Let’s do a quick tune-up.Key Elements of Your Estate PlanDo you have a Trust/Will set up (including medical directives, etc.)? This is the basic building block of your estate. You will direct your assets to be transferred or liquidated and passed along according to your wishes to those you love or your favorite charities. The Simple A/B Trust, the By-Pass Trust, o…

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Diving Deep Into Estate Planning With Benjamin Rizzuto &Raquo; Hqdefault 198
Diving Deep Into Estate Planning With Benjamin Rizzuto

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one…

Welcome to Season 4,…

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of Retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer.Read More: …

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Diving Deep Into Estate Planning With Benjamin Rizzuto &Raquo; Graphics Ben Headshot Mte 3 Benjamin Rizzuto
Diving Deep Into Estate Planning With Benjamin Rizzuto

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no …

Welcome to Season 4,…

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of Retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer.Read M…

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Running Distressed Credit With Duncan Farley &Raquo; Graphics Duncan Farley Headshot Mte 2 Duncan Farley
Running Distressed Credit With Duncan Farley

In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost …

In this episode, we …

In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this investment to maximize opportunity on a global scale, particularly in the European market. Duncan also discusses how to navigate the possibility of recession as the United States enters its election year.Read More: https://prosperityfinancialgroup.com/2024/02/26/running-distressed-credit-with-duncan-farleyFre…

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Running Distressed Credit With Duncan Farley &Raquo; F6Fd9B4Ca4E468E7E11C8350463C894B252Ee834D352E0A8D889B97Ac83Aedef 61
Running Distressed Credit With Duncan Farley

Welcome to Season 3, Episode # of Meet the Expert® with Elliot Kallen!In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn …

Welcome to Season 3,…

Welcome to Season 3, Episode # of Meet the Expert® with Elliot Kallen!In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this investment to maximize opportunity on a global scale, particularly in the European market. Duncan also discusses how to navigate the possibility of recession as the United States enters its election year.Read More: https://prosperityfinancialgrou…

Listen · 20:56 Watch Now
Are You A Nervous Investor? &Raquo; Elliot Profile Pic
Are You a Nervous Investor?

As the phrase goes, “May we live in interesting times”—and indeed, we certainly do.Current Global Economic and Financial LandscapeHere’s what’s happening around the globe: An expandi…

As the phrase goes, …

As the phrase goes, “May we live in interesting times”—and indeed, we certainly do.Current Global Economic and Financial LandscapeHere’s what’s happening around the globe: An expanding war looms in the Middle East. Russia and Ukraine are entrenched in conflict with no resolution in sight. China’s intentions towards Taiwan are becoming increasingly aggressive, and it’s uncertain if there’s a capability or willingness to defend it. Europe is flirting with recession, while economists suggest we might be approaching a “soft landing,” potentially easing into a recession …

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Thematic Investing: Future Growth Opportunities With Scott Helfstein &Raquo; Graphics Scott Helfstein Hs Mte S4 E1 Scott Helfstein
Thematic Investing: Future Growth Opportunities With Scott Helfstein

Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future…

Welcome to Season 3,…

Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X ETFs. From AI to infrastructures to defense technology, Scott sheds light on the approaches and impressive technological advancements in companies that will not only be a significant part of our future economy but also could lend insights into y…

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