Jan 4, 2024

FDP Wealth Management Announces New Name: Prosperity Partners Private Wealth Management

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




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.

Reproduction Prohibited without Express Permission. Copyright FDP Wealth Management. All rights reserved. Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC | 130 Springside Drive Suite 300 Akron, OH 44333-2431 | 800.765.5201. FDP Wealth Management, LLC is a separate entity from Valmark Securities, Inc. If you do not want to receive further editions of this weekly newsletter, please contact me at (949) 855-4337 or e-mail me at info@fdpwm.com or write me at 8841 Research Drive, Suite 100, Irvine, CA 92618. FDP Wealth Management, LLC, Valmark Securities, Inc. and their representatives do not offer tax or legal advice. You should consult your tax or legal professional regarding your individual circumstances. Indices are unmanaged and cannot be invested directly in. Past performance is not a guarantee of future results.


Five Star Wealth Manager Announcement

We are proud to announce that Mark Chandik has been honored with The Five Star Wealth Manager Award for the fourth consecutive year!

FDP In The News

The WSJ published an article about the increases in prices for Universal Life and Term Insurance products resulting from disruption to the bond and mortgage markets.

FDP In The News

Mark Chandik’s article “Double-Duty Dollars: Corporate Life Insurance and Long-Term Care” was recently published in the Southern California Contractors Association Magazine.

FDP Wealth Management Gives Out 17 Grants To Various Charities

FDP Wealth Management has found a way to connect with its customers while also giving back to the community through a foundation and grant program that contributed financial grants to 17 charities this past year.

Are you Ready for Retirement? – Chicago Tribune

Mark Chandik, author of 10 Financial Strategies for the Smart Investor, was recently featured in the Chicago Tribune.