Cetera Investment Advisers
44yrs
Top advisor by experience in San Ramon
10yrs
James Hebert has worked in the financial industry for 10 years and is a fiduciary financial advisor based in San Ramon, California. James has been with Prosperity Financial Group since 2021; before that, James spent two years at Insight Wealth Strategies and two years at EP Wealth Advisors. Prosperity Financial Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 265 advisors with offices in San Ramon, and one of 238 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$823,564
Advisors at the firm7
States licensed ?1 state
Services through Prosperity Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowProsperity Financial Group, Inc.Current
- 2018 – 2021Insight Wealth Strategies, LLCPreviously
- 2016 – 2018EP Wealth AdvisorsPreviously
Contact James
Local office(925) 314-8503Ask for James. (925) 314-8500Main office 2333 San Ramon Valley Blvd. Suite 200San Ramon, CA 94583Office · Get directions Firm websiteHTTP://WWW.401KPROSPERITYFG.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call James’s local office at (925) 314-8503 or the Prosperity Financial Group main office at (925) 314-8500, and ask for James Hebert.
How long has James been a financial advisor?
James has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Prosperity Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Primerica Advisors
44yrs
Top 1% by experience in San Ramon
LPL Financial
41yrs
Top 1% by experience in San Ramon
Insight Capital Management
40yrs
Top 2% by experience in San Ramon
American Investors
39yrs
Top 2% by experience in San Ramon
Eagle Strategies
38yrs
Top 2% by experience in San Ramon