May 20, 2021

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!

2021 Five Star Wealth Manager Recognition

This recognition will be featured in multiple publications including Forbes and the Wall Street Journal

Please feel free to pass on the great news and your referral will receive a complimentary first advisory meeting!

The Five Star Wealth Manager Award has an application that requires reporting on 10 objective criteria of an advisor’s business.  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, however, after the award is issued, indirect payments of $1,700 were made to acquire rights to use the logo and advertise this Five Star Wealth Manager status.

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 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.


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

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.

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.