Derek Prusa, Cfa, Cfp®

Derek Prusa, Cfa, Cfp® Email and Phone Number

Co-Founder and Head of Investment Strategies at Advisor 123Co-Founder and Owner at Aspire Wealth Advisory @ Advisor 123
Derek Prusa, Cfa, Cfp®'s Location
Grand Rapids, Michigan, United States, United States
Derek Prusa, Cfa, Cfp®'s Contact Details

Derek Prusa, Cfa, Cfp® work email

Derek Prusa, Cfa, Cfp® personal email

About Derek Prusa, Cfa, Cfp®

My name is Derek Prusa and I am a co-founder and head of investment strategies at Advisor 123, a flat-fee, cost effective solution designed to help advisors maximize time and resources in order to focus on delivering a better client experience.I am also the co-founder and owner of Aspire Wealth Advisory, where I provide holistic financial planning and disciplined investment management. Prior to starting Advisor 123 and Aspire Wealth, I was a key employee at one of the fastest growing private companies in America (ranking as high as #10 on Inc. 500’s list), where I was in charge of managing over $3.8 billion in assets. I have been a CFP® professional since 2015, a CFA Charterholder since 2016, and a certified investment nerd since I can remember. In 2015, I was also honored to be included in a 30 under 30 list, being named a young professional transforming the industry.I graduated from Ferris State University in 2012 with a BS in Investment Finance and a 3.97 overall GPA. While at Ferris, I was honored to receive the College of Business Student Excellence Award as well as the Delta Sigma Pi Scholarship Key (awarded to the graduating senior with the highest grade point average from the School of Business).

Derek Prusa, Cfa, Cfp®'s Current Company Details
Advisor 123

Advisor 123

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Co-Founder and Head of Investment Strategies at Advisor 123Co-Founder and Owner at Aspire Wealth Advisory
Derek Prusa, Cfa, Cfp® Work Experience Details
  • Advisor 123
    Co-Founder And Head Of Investment Strategies
    Advisor 123 Sep 2021 - Present
    Grand Rapids, Michigan, United States
  • Aspire Wealth Advisory
    Co-Founder And Owner
    Aspire Wealth Advisory Feb 2020 - Present
    Grand Rapids, Michigan, United States
  • Formulafolios
    Senior Market Analyst
    Formulafolios May 2016 - Oct 2020
    Greater Grand Rapids, Michigan Area
  • Formulafolio Investments, Llc.
    Vp Of Financial Planning
    Formulafolio Investments, Llc. Dec 2014 - Apr 2016
    Greater Grand Rapids, Michigan Area
    Work with advisors to create personalized financial plans for clients around the U.S.
  • Rinvelt & David,Llc
    Paraplanner
    Rinvelt & David,Llc Jul 2012 - Aug 2014
    Greater Grand Rapids, Michigan Area
    Interacting with clients and reviewing their personal data to create a comprehensive financial plan.Creating and updating documents for analysis.
  • Ferris State University
    Student Learning Assistant
    Ferris State University Sep 2011 - Dec 2011
    Big Rapids, Mi
    I taught a supplemental workshop for Financial Management 322.
  • Merrill Lynch
    Intern
    Merrill Lynch May 2011 - Aug 2011
    Traverse City, Mi
    I researched various investment options and reached out to prospective clients.

Derek Prusa, Cfa, Cfp® Skills

Powerpoint Analysis Financial Planning Financial Analysis Finance Investments Teaching Microsoft Excel Microsoft Word Investment Strategies Chartered Financial Analyst Finra Personal Financial Planning Financial Services Certified Financial Planner Series 7 Investment Advisory

Derek Prusa, Cfa, Cfp® Education Details

Frequently Asked Questions about Derek Prusa, Cfa, Cfp®

What company does Derek Prusa, Cfa, Cfp® work for?

Derek Prusa, Cfa, Cfp® works for Advisor 123

What is Derek Prusa, Cfa, Cfp®'s role at the current company?

Derek Prusa, Cfa, Cfp®'s current role is Co-Founder and Head of Investment Strategies at Advisor 123Co-Founder and Owner at Aspire Wealth Advisory.

What is Derek Prusa, Cfa, Cfp®'s email address?

Derek Prusa, Cfa, Cfp®'s email address is pr****@****ris.edu

What schools did Derek Prusa, Cfa, Cfp® attend?

Derek Prusa, Cfa, Cfp® attended Ferris State University.

What are some of Derek Prusa, Cfa, Cfp®'s interests?

Derek Prusa, Cfa, Cfp® has interest in Playing Sports, Investing, Helping People Achieve Their Goals, Golfing, Running.

What skills is Derek Prusa, Cfa, Cfp® known for?

Derek Prusa, Cfa, Cfp® has skills like Powerpoint, Analysis, Financial Planning, Financial Analysis, Finance, Investments, Teaching, Microsoft Excel, Microsoft Word, Investment Strategies, Chartered Financial Analyst, Finra.

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