Larry Prozan started Prozan Financial Services 35 years ago, when he was a year or so out of college at UC Berkeley. Prozan Financial is committed to helping people pursue their financial goals by offering a wide range of financial products and services. His business has survived through the trials and tribulations of the world of financial markets, and the company now manages $150M in assets

“I take care and concern with every client,” Larry says, “and they appreciate my personal touch.” He sticks to three simple rules of investing, which have served his clients well through the inevitable ups and downs of the market:

  • Select good investments and hold onto them.
  • Keep a steady hand, and don’t make decisions based on emotion.
  • Be disciplined in adding to the portfolio at the right time, even when that seems counter-intuitive (e.g., when the market is falling).

Larry got hooked on Hebrew Free Loan after attending a Business Circle Luncheon with Noah Alper, founder of Noah’s Bagels. As an entrepreneur himself, Larry especially appreciates Hebrew Free Loan’s business loan program.

“Small business financing is tough. Some businesses fail and others succeed, but it’s important to support people in creating something with their lives. Hebrew Free Loan does that.”
Larry Prozan

In partnership with Prozan Financial Services, Hebrew Free Loan is sponsoring a Business Circle After-Hours Mixer in Contra Costa County on November 5. We hope to see you there!

Larry Prozan, Financial Advisor is located at 1990 N California Blvd, Suite 800, Walnut Creek, CA 94596, (925) 930-3994. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.