Our Qualifications
Since 1983, Prosperity Wealth Advisors has helped individuals, families, and business owners make informed financial decisions and work toward their long-term goals. Our team brings professional experience, investment knowledge, and a commitment to personalized service.
Our advisors maintain the licenses and professional credentials necessary to provide a range of investment and insurance products and services.
Joseph Polanski has passed the Series 7, Series 24, Series 63, Series 65, and Securities Industry Essentials (SIE) exams. He is also licensed in Life and Health Insurance and holds the Accredited Investment Fiduciary (AIF®) designation, reflecting his commitment to fiduciary principles, professional conduct, and the AIF Code of Ethics and Conduct Standards.
Bryan Polanski has passed the Series 7, Series 66, and Securities Industry Essentials (SIE) exams and is licensed in Life and Health Insurance.
We believe one of the most important qualifications an advisor can have is the ability to understand a client's individual circumstances and clearly explain their options. We take the time to understand your goals and help you navigate financial decisions with a personalized approa
ch.
Our goal is to build lasting relationships with our clients and provide clear, thoughtful guidance throughout their financial journey.