Dear friends,
I am so happy to share an exciting update about the growth of our team and company!
Over the last 17 years, I have collaborated closely with my colleagues Roberto Duran, Derek Ferriera, and Derrick Nguyen on best practices around financial planning and serving our clients on the deepest level. Over time, it became clear that we shared more than just best practices – we share core values, and a vision for how our combined strengths can help you and your families truly prosper.
Together, we realized that our impact only starts in helping you achieve financial independence but continues in helping you create a family succession plan rooted in values that inspire a legacy of growth and wealth for generations to come.
Having invested over 500 hours since 2020 developing our Vision, Service Models, Team, and Culture, we’re happy to formally announce the creation of Prospera Succession Partners!
For some of you, this comes as no surprise since I have been sharing about our developing partnership in recent meetings. On the other hand, the news of Lincoln National Corporation selling its wealth management division to Osaic, Inc. came as a surprise to us all. The timing of this announcement with the rebranding to Osaic FA is coincidental as Prospera Succession Partners has been in the works for years.
It’s likely you have already met some of them, such as Roberto Duran and Derek Ferriera. Others, like Jennifer Schrier, and Derrick Nguyen may be new to you, and we are excited to introduce you!
Please allow me to introduce you. Or Click Here
- Derek Ferriera, CFP®, CLU®, ChFC®, REBC®, CBEC® - Derek brings over 4 decades of experience in working with high-net-worth families, owners of privately held businesses, and Fortune 500 company executives.
- Roberto Duran, CFP®, ChFC®, CRPC®, CBEC® – Roberto brings 24 years of experience helping business owners reach financial independence and move on to fulfill their succession and legacy plans.
- Derrick Nguyen - Derrick brings 9 years of experience serving families and business owners’ desires to achieve their financial aims by means of high-quality comprehensive financial planning.
- Candice Carrizales, CFP® - Candice is passionate about financial literacy and strives to help young professionals and children of our existing clients with understanding financial concepts, setting goals, and making strategic moves to build their wealth.
- Jennifer Schrier - Jennifer is also passionate about financial literacy and strives to create a safe space for our clients and their families to talk about their money, goals and personal life.
As our team expands, so does our reach, with offices now in Ventura County, Orange County, Silicon Valley and Honolulu, Hawaii!
We are so excited to see our vision come to fruition and I welcome you to reach out to me, Monica or Candice if you have any questions.
