Prism Financial Resources - News and Events

Press Release

September 16, 2002

Prism Financial Resources (PFR) debuted September 17th at the Society for Human Resources Management (SHRM) Conference in Anaheim, California. This minority-owned company is the brainchild of business entrepreneur, George Wheeler, President and founder. Wheeler, a Branch Manager for Linsco Private Ledger (LPL), has aligned Prism with some of America’s financial superstars.

PFR has assembled an elite group of professionals across the United States to handle the transformation of this company. Although this independent, full-service enterprise will continue to provide nearly unlimited financial services, ranging from investment research to business development and portfolio management, the company will be branching out with its cutting-edge nation-wide financial education programs.

With experience and a reputation for integrity and professionalism, Wheeler and his company have successfully presented educational seminars to the employees of many well-known companies, including the Los Angeles Times and the Los Angeles Metropolitan Transportation Authority. Prism is now situated and ready to provide these services nation-wide through a network of qualified financial education specialists.

Prism Financial Resources has partnered with some of the nation’s premiere money managers to provide asset management services. The company uses a sophisticated financial screening program from Linsco Private Ledger to select only the finest money management companies in the nation.

Prism Financial Resources offers a wide range of retirement services. They are qualified to provide a variety of retirement plans and manage assets for 401(k), 403(b), defined benefit, pension, Keogh and other retirement plans. PFR can contract for specific investment and management services or provide a complete retirement program for an employer.

PFR is certified as a Small Business Enterprise (SBE), a Disadvantaged Business Enterprise (DBE) and a Minority Business Enterprise(MBE) with the Los Angeles Metropolitan Transportation Authority. These certifications allow Prism Financial Resources to serve as an approved vendor for organizations who wish to transact financial services with a minority-owned enterprise.

Prism’s mission is to provide objective, client-focused solutions that are not driven by financial products or industry incentives. Wheeler’s philosophy while building his unparalleled success was, and will continue to be, to provide clients unwavering commitment to excellence – combined with dedication and teamwork.

A Registered Investment Advisor
Securities offered through LPL Financial
Member FINRA/SIPC
LPL Web Site