Michael Calco, financial advisor San Ramon CA

Michael Calco

CRD Number: 426368
Current Firm: Prosperity Wealth Management, Inc.

Michael Calco (CRD# 426368) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 36 years of experience in the finance industry. Michael Calco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
William Browne, financial advisor San Ramon CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Ramon CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
Mark Vicencio, financial advisor San Ramon CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Professional Designations
Company Name Location Dates Years
Prosperity Wealth Management, Inc. San Ramon, CA Dec 2017 - Current 4
Sii Investments, Inc. Lakewood, OH Jan 1997 - Dec 2017 20
Self-employment Lakewood, OH Apr 1978 - Dec 2017 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Michael B. Calco
Phone Number: 925-791-4444
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    233
    MILLIONS
  • Total Number of Accounts
    2,099
    ACCOUNTS
  • Average Account Value
    $110,801
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.