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About

What We DoWhat We Strive For

Founded in 2017, Prosperity Investment Management embodies a vision rooted in its very name. We are more than just financial advisors; we are partners in your journey towards prosperity.  

We take pride in our name because it encapsulates our core mission: to help our clients thrive and prosper. At Prosperity Investment Management, we are committed to guiding our clients towards financial success and helping them build and preserve a legacy that will endure for generations. 

Our approach is simple yet profound: we treat our clients like family. Every recommendation we make is driven by the question, "What would we advise our own family members?" This mindset ensures that our clients receive advice that is not only tailored to their unique needs but also in their best interests.

What We DoWhy We Do What We Do

At Prosperity Investment Management, the client always comes first. We believe in treating our clients with the same care, respect, and attention to detail that we would extend to our own family members. Your success is our success, and we are dedicated to supporting you every step of the way. 

Trust is the cornerstone of our practice. Clients trust us implicitly because we prioritize their well-being above all else. Our reputation for integrity and transparency has been earned through years of dedicated service and unwavering commitment to our clients' success. No two clients are alike, which is why we believe in crafting personalized portfolio recommendations for each individual. By understanding your goals, preferences, and aspirations, we tailor our advice to suit your specific circumstances and help you achieve your financial objectives.

A Look Into Our Process

Our financial advising process is a comprehensive journey that we take alongside our clients. We believe in a personalized approach to financial planning, and our steps are carefully designed to ensure a thorough understanding of your financial situation and aspirations.

Step One: Understanding Your Financial Profile & Personal Values

We begin our journey by getting to know you on a personal level. We understand that your financial decisions are influenced by your values, goals, and lifestyle. We take the time to create a complete financial profile that encompasses not just your income and assets, but also your personal values and aspirations. This comprehensive understanding of who you are and what you want to achieve forms the bedrock of our financial planning process.

Step Two: Discussing Your Financial Picture

Once we have a clear understanding of your financial profile and personal values, we delve deeper into the various aspects of your financial life. From insurance to investments, we cover every financial aspect that impacts your wealth. We also consider your debt and cash reserve balances to ensure that we have a complete picture of your financial status.

Step Three: Creating A Customized Plan

We believe that each client is unique, and so should be their financial plan. Therefore, we don't follow a "one size fits all" approach. Instead, we create a customized plan that is tailored to your specific needs and goals. This plan acts as a roadmap to guide your financial decisions and help you achieve your objectives.

Step Four: Implementation

After creating a plan that aligns with your financial goals and values, we move towards its implementation. We put our expertise to work, ensuring that every aspect of your financial plan is executed meticulously and efficiently.

Step Five: Monitor & Review

Our role as your financial advisor doesn't end with the implementation of your plan. We continuously monitor and review your financial situation and the performance of your plan. This allows us to make necessary adjustments and ensure that your financial plan stays aligned with your evolving goals and circumstances.

Who We HelpWho You Will Be Working With

Our Team

Allie Reynolds

Allie Reynolds

Advisor Assistant

As an Advisor Assistant at Prosperity Investment Management, my primary responsibilities encompass business administration and providing indispensable support to our advisors. Before stepping into this role, I worked as the office...
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Andrew Lipkin

Andrew Lipkin

Associate Advisor

As an Associate Advisor at Prosperity Investment Management, My primary responsibility involves assisting advisors with new business and servicing client accounts. This role allows me to interact with clients, understand their...
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Aubrae Opp

Aubrae Opp

Administrative Assistant

As an Administrative Assistant at Prosperity Investment Management, I contribute to the smooth operation of daily tasks and processes. With a strong focus on enhancing client experiences, I diligently handle various clerical and...
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RJ Anderson

RJ Anderson

Certified Public Accountant

rj@pimchico.com

RJ is the President and CEO of Prosperity Investment Management, Inc. RJ is a Certified Public Accountant experienced with advising clients on financial matters related to his profession.

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Robert Anderson

Robert Anderson

CERTIFIED FINANCIAL PLANNER™ practitioner

rob@pimchico.com

Rob is a CERTIFIED FINANCIAL PLANNER Professional™ offering a variety of financial services. Rob graduated from California State University, Chico before continuing his education at University of Southern California(USC). Rob...

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