ENTIRELY FOCUSED ON YOUR PROSPERITY.

The Story of Prosperity Partners (formerly FDP Wealth Management)

In the heart of Southern California, where the golden sands of the Pacific meet the vibrant cityscape, a financial advisory firm was born. Over three decades ago, Mark Chandik embarked on a remarkable journey that would shape the landscape of wealth management for high-net-worth individuals and families. The strength of Prosperity Partners is deeply intertwined with the vision and aspirations of our founder.

From the very beginning of his career, Mark Chandik was a relentless advocate for his clients, dedicated to providing exceptional financial guidance tailored to their unique circumstances. He possessed an unwavering commitment to their financial well-being, always placing their interests above all else. It was during this period that he committed to three fundamental pillars that would form the core philosophy of his life’s work: Foresight, Dedication, and Prosperity. No longer content to remain under the umbrella of any firm unless it could adhere to these principles, he set out to form his own company.

At its founding, our company was known as FDP Wealth Management in recognition of these three pillars.

However, our real focus has always been each client’s ever-evolving Prosperity. While vital to helping this happen, our Foresight and Dedication are about us and our skills, not the client. It’s how we do it, but not the end result. In renaming to Prosperity Partners we made it clear from the top line down:

Securing each client’s future prosperity is at the heart of everything we do, think about, and propose.

Foresight continues to inform our ability to champion the forward-thinking strategies we propose. Strategic wealth management means anticipating and preparing for the opportunities and challenges that lie ahead. It’s why the Financial Blueprint we prepare for clients involves meticulous analysis and strategic forecasting.

Dedication, Mark’s second pillar, embodies our unwavering commitment to clients. We immerse ourselves in their financial intricacies, taking the time to deeply understand their goals, aspirations, and concerns. Never content with offering generic advice, we believe in crafting strategic tailor-made solutions that extend beyond our clients’ financial success to their overall well-being and peace of mind.

Prosperity, the third pillar and our namesake, encapsulates Mark’s ultimate goal for his clients and is why we are known as your Chief Prosperity Officer^®.

We firmly believe that financial success can be a conduit to a life of fulfillment, enabling individuals and families to pursue their dreams and leave a lasting legacy. Prosperity extends beyond monetary wealth; it encompasses personal fulfillment, philanthropic endeavors, and the ability to make a meaningful impact in the world. Our aim is to empower clients to achieve holistic prosperity, guiding them towards a life of abundance and purpose.

Today, Prosperity Partners stands tall as a beacon of excellence in the world of high-net-worth financial advisory. We continue to embrace these founding principles, combining expert knowledge, personalized attention, and forward-thinking strategies to guide our esteemed clientele toward enduring prosperity. Not merely a name, Prosperity Partners represents a legacy of trust, vision, and a relentless pursuit to help secure your financial future – together.