IRVINE, CA – [January 4, 2024] – A leading wealth advisory firm in Southern California, FDP Wealth Management today declared its evolution into Prosperity Partners Private Wealth Management, effective January 1, 2024. This change signifies the company’s unwavering dedication to enhancing client prosperity.
Mark Chandik, Founder, and President of FDP, explains the rationale: “We’ve long been known as Your Chief Prosperity Officer® because the company was built on the foundations of Foresight, Dedication, and Prosperity. However, the first two were about how WE work. Our transition to Prosperity Partners emphasizes that our true focus has always been on the final result we help clients achieve.”
The transition, while a name change, assures clients of the continued excellence and dedication they’ve come to expect. “Prosperity Partners represents our relentless pursuit to work side-by-side with each client to secure their financial future,” added Chandik.
Despite the name change, the company’s structure and personnel remain unaltered, maintaining a seamless continuity in client service.
Discover more about Prosperity Partners at www.prosperity-pwm.com.
For media inquiries, please contact:
Calvin Chu, Customer Relations
949-855-4337
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About Prosperity Partners Private Wealth Management:
Prosperity Partners serves as Chief Prosperity Officer® for high net-worth clients, their businesses, families, and foundations. Services include guidance on business ownership, executive compensation and retirement plans; financial planning; asset management; insurance; and estate planning.