Prozan Financial Services, based out of Walnut Creek, CA, is a reputable investment advisory firm with a strong track record in managing assets. With over 70 individual clients and assets under management totaling $147,811,000, they have established themselves as a trusted partner for their clients' financial needs. Specializing in providing personalized investment solutions, Prozan Financial Services offers comprehensive services that go beyond traditional investment management. In addition to their expertise in investment advisory, they also serve as an insurance broker or agent, offering clients a holistic approach to their fi...