Why Work With Us
Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions that can help you achieve your financial goals.
​
Prosperum is uniquely positioned to understand the needs of our clients because our Representatives are Main Street families, just like the clients we serve. Our Representatives come from all walks of life and from communities and neighborhoods all across North America.
​
We start with our complimentary Financial Analysis to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.
Experience
We learn the nuances of your business quickly by following our 360 Process. We gather information from you, set goals, address high-priority items, and create a strategy to follow. Then we provide an unmatched level of service in ongoing and year-end tax and accounting support.
Customer Service
When you partner with Prosperum we offer a unique personality that our clients find refreshing. We are the rare accounting firm that is both personable and professional. We care about our clients financial well-being as if it were our own, and will be with you every step of the way
Locally Owned & Operated
Headquartered in San Diego, California, with a second office in Tijuana, Prosperum Financial is an established independently owned accounting and business advisory firm in Southern California. This autonomy results in close personal relationships with our clients and the ability to respond quickly to client needs.