Irvine financial planners launch Prospera Succession Partners

IRVINE, California –Roberto J. Duran and Derrick Nguyen, two long-time financial planners based in Irvine, have joined forces with financial planners in central and northern California and Hawaii to form Prospera Succession Partners, a comprehensive wealth advisory firm focused on helping individuals, families and businesses achieve financial prosperity.

Duran and Nguyen have worked together in the financial advisory field in Irvine for more than a decade, providing retirement planning, investment advice, estate planning and business-related financial services to the local community. They launched Prospera Succession Partners in November, partnering with financial planners Abiel Acosta in Oxnard and Derek Ferriera in Campbell, Calif., and Honolulu. Together, their teams create a more expansive company that offers an even wider range of services.

Prospera Succession Partners’ mission is to help clients achieve financial independence for their lifetimes and pursue an estate plan that bolsters creativity and continued personal growth for generations to come. The company provides business owner planning, family succession planning, financial independence planning, foundational planning and retirement planning.

Duran graduated Magna Cum Laude with a degree in finance from the University of San Francisco in 1999 and holds several financial planner certifications including CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®), Chartered Retirement Planning Counselor and Certified Business Exit Consultant®. He began working in finance in 1998, starting as an intern in corporate market risk management with Bankers Trust Co. in New York and later working as a junior analyst in mergers and acquisitions with Hovde Financial, Inc., in Walnut Creek, Calif.

In 2000, determined to use his skills to build wealth in the community rather than in the boardroom, Duran began growing his own practice as a comprehensive financial planner, working primarily with business professionals and educators in the San Francisco Bay Area and Silicon Valley. He moved to Southern California in 2001 and now lives in Anaheim Hills with his wife, Hani, and dogs Jacques and Ollie. The couple also have two adult daughters, Kristiana and Gabriela.

Duran is passionate about guiding business owners and professionals, primarily from historically underserved communities, toward financial independence and sustainable generational wealth and wellbeing. He believes in promoting an abundance mindset and helping clients create financial objectives that prioritize wealth creation and personal growth over consumption.

Nguyen began working in financial services in 2013, starting as an intern for Osaic FA (formerly Lincoln Financial Advisors) and becoming a full-time private wealth advisor a year later. He graduated from California State University, Fullerton, with a degree in finance and an emphasis in financial planning, in 2014.

The eldest of three brothers in a Vietnamese immigrant family, Nguyen developed an interest in financial planning after witnessing his family’s financial struggles during the 2008 recession, which impacted him deeply. Today he is passionate about helping other families achieve financial stability and wellbeing through personalized strategies. He also enjoys working with couples preparing for retirement, small business owners and medical professionals.

Partnering with Duran and Nguyen are financial planners Acosta and Ferriera, both highly experienced and credentialed. Acosta is a 20-year financial planning veteran and graduate in economics from Dartmouth College. His approach focuses on helping clients pursue long-term financial success through a diligent and proactive financial planning process. Acosta holds a Certified Plan Fiduciary Advisor® credential, a CERTIFIED FINANCIAL PLANNER™ practitioner certification, and a Certified Business Exit Consultant® designation. He is bilingual in English and Spanish.

Ferriera has more than three decades of financial planning experience and holds multiple top designations and credentials including CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Registered Employee Benefits Consultant (REBC®) and Certified Business Exit Consultant®. He has mentored other advisors to build successful practices and has been a regular presenter at national training conferences. Ferriera’s experience on over a thousand cases provides clients the benefit of knowing that their plan will run through multiple design sessions before the appropriate options are presented. He is driven to help clients implement those planning strategies and overcome any obstacles that may hinder progress toward their goals.

Prospera Succession Partners is committed to empowering first-generation business owners and families to move from financial uncertainty to confidence and purpose. They believe financial planning is more than just numbers; it's about building a secure future. New clients receive a complimentary introductory call to discuss their financial situation and determine how Prospera can help meet their goals.

-- Prospera Succession Partners has offices in Irvine, Oxnard, Campbell and Honolulu. The Irvine office is located at 17400 Laguna Canyon Road Suite 125, Irvine, CA 92618. For more information or to make an appointment visit www.ourprospera.com or call 949-341-4293.

Photo from left to right: Derrick Nguyen, Derek Ferriera, Roberto J. Duran, Abiel Acosta