Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC®

Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC® is a Partner with Prospera Succession Partners, a full-service Comprehensive Wealth Advisory firm focused on stewardship of “Generational Wealth & Well-Being”.

Roberto lives in Anaheim Hills, California with his wife, Hani, and their K-9 kids, Jacques and Ollie. They have two daughters: Kristiana, who recently graduated from UC Berkeley, and Gabriela, who is now attending UCLA.

When he’s not working, Roberto enjoys trail-running, traveling (most recently to Scotland, Spain, Portugal, and the Philippines), watching sports (especially the LA Rams), reading, and listening to podcasts (mostly related to wellness, culture, philosophy, history, and of course business, economics & finance).

Roberto began working in the field of finance in 1998 as an intern in Corporate Market Risk Management with Bankers Trust Co. in New York. Later, he worked as a junior analyst in Mergers and Acquisitions with Hovde Financial, Inc., out of Walnut Creek, CA.

In his own words, Roberto describes that in January of 2000, “After an evaluation of the various career paths offered in the field of finance, I opted to focus my career on helping to build wealth within the community rather than the boardroom. I have always had a passion for serving others and couldn’t think of a better way to do it than by being instrumental in promoting the value and importance of personal financial planning, financial literacy, and education”.  With this in mind, Roberto began growing his own practice as a comprehensive financial planner, working primarily with business professionals and educators in the San Francisco Bay Area and Silicon Valley.

In 2001, with marriage and starting a family on the horizon, Roberto and his fiancée, Hani, moved back home to Southern California, where they and their team have since developed a Comprehensive Wealth Advisory firm focused on:

• Guiding successful business owners and professionals, primarily from historically marginalized and underserved communities, toward “Financial Independence” and “Sustainable Generational Wealth”.
• Promoting an abundance mindset, and helping clients create financial objectives that prioritize “creation” & personal growth over “consumption”.

Roberto believes that consciously investing time and money to support inclusion, diversity of experiences, perspectives, and talents make our communities stronger and our economies more prosperous. He is committed to providing a service characterized by dedication, professionalism, empathy, and well-being.

Roberto graduated Magna Cum Laude with a degree in Finance from the University of San Francisco in 1999, earned the professional designation of CERTIFIED FINANCIAL PLANNER^TM practitioner (CFP®) in 2003, Chartered Financial Consultant^TM in 2006, Chartered Retirement Planning Counselor^SM in 2007, and Certified Business Exit Consultant® in 2020.