DANVILLE, CA, September 17, 2024 /24-7PressRelease/ — J. Derek Hebert has been acknowledged for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, people profiled are chosen on the foundation of present reference worth. Elements reminiscent of place, noteworthy accomplishments, visibility, and prominence in a subject are all taken into account throughout the choice course of.
Mr. Hebert is a distinguished non-public wealth supervisor with Prosperity Monetary Group, the place he has served since 2021. In his function, he’s devoted to offering the highest high quality service to his purchasers by listening and understanding their main issues and targets, constructing custom-made monetary/ retirement plans, reviewing and analyzing their investments to be able to present tailor-made, excessive efficiency funding options.
Mr. Hebert’s profession in finance spans over 18 years, starting at State Avenue Company as a mutual fund accountant earlier than advancing to a senior non-public fairness fund accountant at the Various Funding Options Group in 2009. He then transitioned to Brighton Home Associates, the place he climbed the ranks from advertising and marketing analyst to senior relationship supervisor and head of West Coast operations by 2016. Following his tenure there, he served EP Wealth Advisors as a wealth advisor and Perception Wealth Methods as a monetary planner till accepting his present appointment.
As a basis for his skilled success, Mr. Hebert’s tutorial background features a Bachelor of Enterprise Administration with a focus in Finance from Stonehill Faculty in 2007. Stonehill is the sister college of Notre Dame. His dedication to steady studying is additional demonstrated by acquiring key certifications, together with an Government Certificates in monetary planning from Santa Clara College, a Collection 63 Uniform Securities Agent, a Collection 65 Funding Advisor Consultant and a Collection 7 Normal Securities Registered Consultant from FINRA. Past his schooling, he attributes his success to his onerous work, persistence and religion.
Mr. Hebert’s accomplishments have been acknowledged via numerous {industry} awards, reminiscent of Relationship Supervisor of the Yr from Brighton Home Associates in 2014 and Most Precious Participant “MVP Award” in 2012. Moreover, his athletic achievements have been acknowledged with an NCAA Monitor and Discipline All-American title in 2007 and twice being named Excessive Faculty Soccer All-American.
All through his profession journey, Mr. Hebert has been an energetic member of industry-related organizations, reminiscent of the Danville San Ramon Rotary Membership and the Monetary Planning Affiliation. Past his skilled endeavors, he’s additionally deeply concerned in civic actions via his affiliation with the Saint Isidore Faculty Dad’s Membership, the Knights of Columbus, the Militia Immaculata, the St. Vincent DePaul Affiliation and Yours Humanly.
Drawing on his athletic expertise, Mr. Hebert deeply enjoys teaching his kids’s baseball and soccer groups and continues to take part in golf, soccer, basketball, baseball, observe and subject coaching and triathlons. Trying forward, he’s targeted on advancing inside Prosperity Monetary Group with aspirations of changing into a associate or senior associate. This ambition is pushed by a want to make vital contributions to the agency’s success whereas securing monetary stability for his household.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Version of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most achieved people and innovators from each vital subject of endeavor, together with politics, enterprise, drugs, regulation, schooling, artwork, faith and leisure. Who’s Who in America® stays a vital biographical supply for hundreds of researchers, journalists, librarians and govt search corporations round the world. The suite of Marquis® publications might be considered at the official Marquis Who’s Who® web site, www.marquiswhoswho.com.
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