Prota Financial

Prota Financial

Financial Services 1980 Post Oak Blvd 12 employees
Employees
12
Contacts
3
Emails
3
Phones
1

Prota Financial Overview

Headquarters
1980 Post Oak Blvd
Industry
Financial Services
Employees
12
Founded
2016
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Prota Financial

Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning. Our focus is on developing and executing plans that are designed to build and preserve your wealth. Our passion is helping people build good habits around saving & investing. We are committed to the precept that by placing the client’s interests first, we will add value to the planning process and earn their respect.

Prota Financial Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Prota Financial Org Chart

Sample employees and titles
Name Title Contact
Taylor Drapela Financial Advisor at Prota Financial
Email
Bryan Hays Partner at Prota Financial
View
Mark Jiro Financial Advisor & Planner at Prota Financial
Email Phone
Adam Patten Steward Trust, Clarify Vision, & Serve Fervently - Business Committee Lead - Senior Financial Advisor - Husband & Father of 4 Daughters!
Email

Employees by Management Level

Individual contributor 8 profiles
Executive 1 profile
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 0
Executive 1 1 1

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