A special message from Wally Najafi, CFP® ...
After 35 rewarding years in the insurance and financial services industry, I have decided to begin a new chapter and will be retiring from my financial advisory practice. One of the main reasons for my retirement is the desire to spend more time with my two grandsons, who live in different states. I’m looking forward to being more present in their lives and enjoying this next chapter.
In preparing for this transition, I have carefully selected a firm that I trust to continue providing you with the same high-quality advice, service, and care you have come to expect—if not more. The firm, Prosperity Advisors, part of the Cetera Advisors network, offers expanded resources, advanced technology, and a strong team of professionals fully committed to supporting your financial goals.
I want to thank you sincerely for the trust and confidence you have placed in me over the years—it has been an honor to serve you.
Founded in 1989, Prosperity Advisors is a team of financial professionals who provide fiduciary services. They share my values and passion for helping clients successfully and confidently achieve their life goals. In addition, Prosperity Advisors has many additional resources to serve you. They are positioned to incorporate all elements of financial planning: investments, retirement, taxation, estate, college, and insurance. In addition, you will have access to practice specialties that include employer retirement plan administration, tax preparation, small business, military/veterans, certified divorce financial planning, and more. Prosperity Advisors also has a credentialed and experienced investment team, led by their Chief Investment Officer, Brett Jergens, CFA, CFP®.
We hope you’ll take some time and look around our website now that you are here. We’d love to hear from you and look forward to partnering with you to help you live a confident life.