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About Us

Ji Khalsa, Fiduciary Financial Adviser

Investment Adviser Representative | Financial Educator

I work with individuals and families who have built savings over time and want help turning those assets into a coordinated long-term strategy.

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Many people accumulate financial pieces across different areas — retirement accounts, investments, insurance, tax decisions, and real estate.

 

But those pieces are rarely designed to work together.

 

My role is to help clients understand how those pieces interact so they can make informed decisions over time.

I am a Series 65-licensed Investment Adviser Representative with Acrylic Financial, LLC, a registered investment adviser.

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As a fiduciary, I am required to act in my clients’ best interest when providing investment advisory services.

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My work is centered on helping individuals and families make financial decisions that are coordinated across retirement planning, taxes, protection, and long-term goals.

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My background includes over two decades managing complex financial systems, including federal research budgets and employee benefit programs.

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This experience informs a structured, systems-based approach to financial decision-making.

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Areas of focus:​

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My work may include helping clients think through how:

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  • Retirement accounts, pensions, and Social Security interact

  • Taxes may affect income and withdrawals over time

  • Financial decisions align across different accounts

  • Protection and legacy considerations fit into a broader plan

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​*Advisory services are offered through Acrylic Financial, LLC, a Registered Investment Adviser. Ji Khalsa is a Series 65-licensed Investment Adviser Representative of Acrylic Financial, LLC.

Jeannie Pond, MSIO
Insurance Specialist

Jeannie works with individuals and families on protection-focused planning, including life insurance, as part of a broader financial strategy.

 

She brings decades of experience supporting pre- and post-retirees as they evaluate options, understand tradeoffs, and make informed decisions.

 

She focuses on protection planning within the overall financial structure, working closely with Ji to help ensure those decisions integrate with retirement and long-term planning.

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Contact

Let’s connect if you’re looking for no-cost, pressure-free guidance grounded in real experience—and real care.

 

📅 Book a strategy call with Ji at calendly.com/jikhalsa/strategy
Ji Khalsa 📧 hello@prosperitybridges.com

Jeannie Pond 📧 jeannie@prosperitybridges.com

Ji Khalsa,
Financial Adviser
Fiduciary Financial Adviser

Helping individuals and families understand how their financial decisions work together — across retirement, taxes, protection, and long-term planning.​

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No account minimums, no initial consultation fees.

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Jeannie Pond, MSIO
Family Protection Strategist

Supporting clients with protection-focused strategies, including life insurance and retirement income solutions, as part of a broader plan.

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Email: hello@prosperitybridges.com
Cell: 928-978-3440

Real Wealth for Real People

© 2022-2026 by Prosperity Bridges Financial. All rights reserved

Disclosure
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Acrylic® Financial, Inc. (“RIA Firm”) is a registered investment adviser located in Fountain Hills, AZ . Acrylic® Financial, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Acrylic® Financial, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Acrylic® Financial, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Acrylic® Financial, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Acrylic® Financial, Inc., please contact the state securities regulators for those states in which Acrylic® Financial, Inc. maintains a registration filing. A copy of Acrylic® Financial, Inc.’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Acrylic® Financial, Inc. upon written request. Acrylic® Financial, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Acrylic® Financial, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Brokers Alliance, Inc. and individually licensed and appointed insurance agents.

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