To our valued clients,
We are so happy to share an exciting update about the growth of our team and company.
Over the last several years, I have collaborated closely with my colleagues, Roberto Duran, Abiel Acosta, and Derrick Nguyen, on best practices around financial planning and serving our joint 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 while our impact starts with helping you achieve financial independence, it transcends by helping you create a family and/or business succession plan rooted in values that inspire a legacy of growth and well-being for generations to come.
Having invested many hours since 2020 developing our Vision, Planning Process, 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 Financial Advisors is coincidental as Prospera Succession Partners has been in the works for years.
We’re excited to share more about how the expansion of our team strengthens our impact in your lives. It’s possible you have already met some of our Partners and Advisor Associates, while others may be new to you, and we’d like to introduce you!
- 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.
- Abiel Acosta, CFP®, CBEC®, CPFA® - Abiel brings 20 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, CFP® - 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 Orange County, Ventura County, Silicon Valley, and Honolulu, Hawaii!
We’re thrilled to see our vision come to fruition, and I welcome you to reach out to us if you have any questions.
