Five Star award winner Derek Hebert

PROFESSIONAL PROFILE

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Derek Hebert

President
Senior Wealth Advisor

Prosperity Financial Group

2398 Ironwood Place

Alamo, CA 94507

Office: 925-314-8500

Cell: 781-771-1692

derek@prosperityfg.com
www.prosperityfinancialgroup.com/derek-hebert

Professional Approach

Derek is a comprehensive, fee-only financial planner who has been working in the investment and financial services industries for over 19 years. Having come from a long-line of small business owners he has a passion for helping individuals identify opportunities to save money and accumulate assets over the long term. His primary areas of expertise include:

Customized, in-depth retirement planning (e.g. cash flow and scenario analysis to help determine the optimal retirement timing)
Tax planning (tax reduction strategies, and real estate analysis)
Investment management & planning
Estate planning strategies

Having worked through the Great Recession, Derek witnessed firsthand the risks associated with investing, and the importance of developing a thorough financial plan coupled with a disciplined investment strategy. He enjoys listening and understanding each client’s unique situation, and has found that through in-depth financial planning, there are almost always opportunities to help individuals simplify their lives, decrease risk, and increase their chances of a successful future.

Derek grew up in New England and graduated from Stonehill College with a bachelor’s degree in Business Administration, with a Finance concentration. He later graduated with an Executive Certificate in Financial Planning from Santa Clara University. He has previously passed his Series 7, 63, and 65 registrations.

Derek was a three-sport athlete in college – competing in soccer, golf and track field. He was fortunate to be honored as a three time All-American, once as an NCAA Track; Field athlete, and achieving the status twice as a high school soccer player and captain. Derek currently resides in Danville with his wife Anne and three children. He enjoys all types of fitness, including watching and participating in most sports, particularly golf. He has competed in triathlons and looks to continue them in the future. He also loves traveling, the movies, music, playing chess and getting together with family and friends.

Derek is a Danville member of the worldwide service organization, Rotary Club. He is also an active member in his church and the Knights of Columbus, a charitable group with a global reach. He remains active with his kids school and sports, coaching various teams. He continues to give charitably to his community and for many years has been sponsoring impoverished children and orphans around the world.

See Accomplishments

This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/08/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1714 San Francisco East Bay-area wealth managers were considered for the award; 85 (5 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,567, 85, 5%, 10/1/24, 1/9/24 - 8/9/24; 2023: 1,291, 87, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 1155, 90, 8%, 10/1/22, 1/17/22 - 7/15/22; 2021: 1413, 89, 6%, 10/1/21, 12/28/20 - 7/30/21; 2020: 1260, 88, 7%, 10/1/20, 1/13/20 - 8/7/20; 2019: 1340, 104, 8%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1397, 113, 8%, 10/1/18, 1/16/18 - 8/10/18; 2017: 1049, 95, 9%, 10/1/17, 1/13/17 - 7/28/17; 2016: 948, 182, 19%, 9/1/16, 2/24/16 - 8/22/16; 2015: 2261, 183, 8%, 10/1/15, 3/5/15 - 7/31/15; 2014: 4527, 204, 5%, 10/1/14, 3/5/13 - 7/31/13; 2013: 858, 195, 23%, 10/1/13, 3/5/12 - 7/31/12; 2012: 1145, 233, 20%, 10/1/12, 3/5/11 - 7/31/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.