Title: Private Wealth Manager
Company: Prosperity Financial Group Inc.
Location: San Ramon, California, United States
J. Derek Hebert, private wealth manager at Prosperity Financial Group Inc., has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance.
With over a decade and a half of experience, Mr. Hebert has established a successful career in finance, specializing in financial planning and wealth management. He currently excels as a private wealth manager and wealth advisor at Prosperity Financial Group Inc., a position he has held since 2021. In this role, he attends prospective client meetings, ensures that the market outlook and financial plans are updated, and builds plan scenarios. Previously, he was a wealth manager and financial planner at Insight Wealth Strategies from 2018 to 2021, and a wealth advisor at EP Wealth Advisors from 2016 to 2018. He also held several roles at Brighton House Associates, including senior relationship manager and head of the West Coast from 2013 to 2016, senior marketing analyst and head of the West Coast from 2011 to 2013, and marketing analyst from 2010 to 2011. Additionally, he worked as a senior private equity fund accountant in the Alternative Investment Solutions Group at State Street Corporation from 2009 to 2010, and as a mutual fund accountant at State Street Corporation from 2007 to 2009.
Mr. Hebert is also an active member of several organizations, including the Danville San Ramon Rotary Club, the Financial Planning Association, the Knights of Columbus, and the Militia Immaculatae. He also donates his time to Sandor’s Dad’s Club, Child Fund, Yours Humanly, and the Society of Saint Vincent de Paul. Laying a solid educational foundation, he earned a bachelor’s degree in business administration with a concentration in finance from Stonehill College in 2007. Additionally, he holds several certifications, including an executive certificate in financial planning from Santa Clara University in 2018. He has also obtained Series 63 Uniform Securities Agent, Series 65 Investment Advisor Representative, and Series 7 General Securities Registered Representative licenses from the Financial Industry Regulatory Association.
In light of his impressive undertakings, Mr. Herbert has received numerous awards, including Relationship Manager of the Year from Brighton House Associates in 2014, and the Most Valuable Player “MVP Award” from Brighton House Associates in 2012. He was also an NCAA Track and Field All-American in 2007 and a two-time High School Soccer All-American in 2003. He attributes his success to hard work, persistence, and faith in God. Reflecting on his career, he explains that coming from a family of small business owners, he noticed that many struggled with taxes, cash flow, and long-term financial planning. This realization led him to combine his investment background with customized financial planning for families and individuals.
In the coming years, Mr. Hebert is interested in advancing his position at the firm. He aims to work his way up to becoming a partner or senior partner. To achieve this, he plans to become more involved in making important decisions and increase his book of business to a higher level. In addition to his professional goals, he is dedicated to philanthropy. He sponsors children in India and Latin America and has contributed to organizations such as MPH in Latin America and the local food bank. Recently, he has been giving to the Society of Saint Vincent de Paul, which is dedicated to helping children in need, as well as several other charitable causes. In his personal time, he enjoys playing golf, soccer, basketball, baseball, and participating in track and field.
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