Member Spotlight: Prospera Succession Partners

​We are pleased to welcome Prospera Succession Partners as a WVCBA member! Prospera Succession Partners offers comprehensive financial planning, wealth management, company retirement benefits, and life/disability/long-term care insurance for business owners and families. Financial Planner Abiel Acosta shares more.

How and when did the business get started?
We have a new name and partnership, but we have operated as Acosta Wealth Management since 2010.

What is the company's mission or motto?
When passing on values is more important than passing on money, wealth becomes generational. 

What’s one thing you're known for over your competitors? 
We have a Spanish-speaking team.

Why did you choose Ventura County for the business location?
I am born and raised in Ventura County and plan to maintain my presence locally.

How can the business community help?
We are looking forward to re-introducing our new brand and logo to the community though it's still the same local team known previously as Acosta Wealth Management.

CONTACT
Abiel Acosta, Financial Planner
[email protected]
(805) 973-5909