Prospera Financial Services Expands with Behrle | Bergin in California, Enhancing Wealth Management

Prospera Financial Services Expands with New Team in Southern California

In a significant move for the wealth management sector, Prospera Financial Services, Inc., a boutique firm aiding a nationwide network of independent financial advisors, has officially welcomed Behrle | Bergin of Irvine, California, to its platform. This expansion, announced on October 28, 2025, highlights Prospera's commitment to enhancing its wealth management capabilities and broadening its service offerings.

Who Are Behrle | Bergin?

Steven Behrle and Joe Bergin, the managing directors leading this new team, bring more than 80 years of combined experience in wealth management. Their practice specializes in providing financial planning and wealth management services, focusing particularly on high-net-worth individuals and corporate retirement plan sponsors. They have cultivated a reputation for their astute strategies in fixed income and bond management, making them valuable assets to the Prospera family.

“Our decision to join Prospera was driven by the firm’s alignment with our client-first philosophy,” said Behrle. “Prospera’s size and strategic vision offer us the chance to thrive, as we have access to extensive resources comparable to or surpassing those found at larger banks and wirehouses, yet still maintain the personalized service hallmark of a boutique firm.”

The Importance of Culture and Client Service

While the impressive service offerings of Prospera played a substantial role in their decision to join, the culture and approach to client service ultimately sealed the deal, as Bergin elaborated, “We wanted to operate within an environment where we feel as valued as we strive to make our clients feel. The industry’s consolidation has often eroded the essential culture necessary for a thriving advisory firm. Thankfully, Prospera embraces the importance of service culture, just like we do.”

This emphasis on a supportive work environment aligns with Prospera’s commitment to individualized client care. With a client-expert ratio of just 2.51 advisors for every home office staff, Prospera has established a model that prioritizes effective communication and personalized financial strategies.