Rudy Henry Herrera

Employer firm

Prosperitas Financial, LLC CRD 315768

$812M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → Present
  Prosperitas Financial, Llc
  Valencia, CA
• 01/2019 → Present
  College Assurity
  Valencia, CA
• 01/2015 → 01/2019
  College Planning
  Valencia, CA

Other Businesses

College Assurity; Not Investment Related; 25060 Avenue Stanford, Valencia, CA 91355; College Planning & Funding; Owner; Star 2019; 240 hrs/month; 160 during securities trading hours; Helping students get accepted in college and help parents fund college.