Derek Prusa, Cfa, Cfp® Email and Phone Number
Derek Prusa, Cfa, Cfp® work email
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Derek Prusa, Cfa, Cfp® personal email
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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).
Advisor 123
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Co-Founder And Head Of Investment StrategiesAdvisor 123 Sep 2021 - PresentGrand Rapids, Michigan, United States -
Co-Founder And OwnerAspire Wealth Advisory Feb 2020 - PresentGrand Rapids, Michigan, United States -
Senior Market AnalystFormulafolios May 2016 - Oct 2020Greater Grand Rapids, Michigan Area -
Vp Of Financial PlanningFormulafolio Investments, Llc. Dec 2014 - Apr 2016Greater Grand Rapids, Michigan AreaWork with advisors to create personalized financial plans for clients around the U.S. -
ParaplannerRinvelt & David,Llc Jul 2012 - Aug 2014Greater Grand Rapids, Michigan AreaInteracting with clients and reviewing their personal data to create a comprehensive financial plan.Creating and updating documents for analysis. -
Student Learning AssistantFerris State University Sep 2011 - Dec 2011Big Rapids, MiI taught a supplemental workshop for Financial Management 322. -
InternMerrill Lynch May 2011 - Aug 2011Traverse City, MiI researched various investment options and reached out to prospective clients.
Derek Prusa, Cfa, Cfp® Skills
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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