Financial services for families and businesses

Prism Financial Resources is a full-service financial company headquartered in Los Angeles, California. Formerly known as Financial Planning Advisors, Prism has been providing comprehensive financial services to Southern California businesses, governmental institutions and families since 1984.

 PFR Provides a Broad Spectrum of Services

PFR is affiliated with LPL Financial, America’s leading independent financial brokerage company. This affiliation enables Prism to provide a broad spectrum of financial services, including investment research, business development and portfolio management.

Strategic Partnerships

We are currently expanding our range of services to include work site financial education, asset management, and employer-sponsored retirement plans. Prism Financial Resources has formed strategic partnerships with many of the world’s leading financial companies to provide superior service to corporate, institutional and individual clients.

Financial Education Companies

• Successful Money Management Seminars, Inc.
• Emerald Publications

Prism Financial Resources combines the power of strategic partnerships with the personalized services of an independent financial enterprise. Whether your needs are simple or complex, we promise to deliver cost effective financial services that pursue your goals and objectives.