Team Updates - May 2025

We’re excited to share some recent milestones, team news, and proud moments at Prospera Succession Partners. Keep reading to see what’s happening in our neck of the woods!

Prospera Partners Strengthen Vision and Values

The partners of Prospera dedicated time together to do some strategic planning of their own. This strengthened their connection, and enhanced our firm's vision, purpose, core values, strategic priorities, and processes!

Derek Ferriera speaks to FEI Hawaii

Derek presented at the Financial Executives International (FEI) Hawaii chapter in Honolulu!

FEI connects financial leaders through exchanging ideas about best practices, defining the profession, educating members and stakeholders and working with the government to improve the general economy. FEI-Hawaii is also proud of its academic program that provides student mentoring, scholarships, and strengthens our ties to the academic community.

Esme Almazan Empowering the Next Generation!

Our Paraplanner, Esme, visited Pacifica High School in Oxnard to give a financial literacy presentation, helping the students learn smart money habits and empowering the next generation!

Jennifer Schrier's Jiu Jitsu Win!

Congrats to Jennifer Schrier, one of our financial planners in Irvine, on competing in her first jiu jitsu tournament - and taking home 2nd place!🏆