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Rob Ducey, Cfp® is listed as Financial Planner at Creative Planning LLC at Creative Planning, a with 631 employees, based in San Diego Metropolitan Area, United States. AeroLeads shows a work email signal at wipflifinancial.com and a matched LinkedIn profile for Rob Ducey, Cfp®.
Rob Ducey, Cfp® previously worked as Financial Planner at Creative Planning and Associate Financial Advisor at Wipfli Financial Advisors. Rob Ducey, Cfp® holds Bachelor’S Degree, Accounting And Finance from University Of Colorado Boulder - Leeds School Of Business.
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AeroLeads found 1 current-domain work email signal for Rob Ducey, Cfp®. Compare company email patterns before reaching out.
Rob Ducey, Cfp® is a Financial Planner at Creative Planning LLC at Creative Planning. He possess expertise in cpr certified, microsoft office, social networking, leadership, microsoft excel and 21 more skills.
Listed skills include Cpr Certified, Microsoft Office, Social Networking, Leadership, and 22 others.
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San Diego Metropolitan Area
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Denver Metropolitan Area
- Wipfli Financial Advisors was acquired by Creative Planning in the fall of 2022.
Boulder Colorado
- Constructed and maintained financial models for pricing and valuing different equity securities across all GICS sectors. - Designed template used by the firm when conducting deep dives into specific securities that immediately pulls relevant information through API plug-ins in Excel.- Complied five years of historical portfolio performance to analyze performance relative to the benchmark better and helped to visualize the data.- Presented weekly research findings to the senior investment committee. Some of the notable projects I presented included 5G rollout and implementation, the world's lithium supply, and Colorado municipal bonds research.- Helped to implement new intern onboarding process and train the interns replacing me.
Littleton, Colorado
Littleton, Colorado
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Kit Daniels
Colleague at Creative PlanningWilmington, Delaware, United States
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Ellen Cassin
Colleague at Creative PlanningUnited States
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Gabriel Wilson, Cfp®, Cpwa®
Colleague at Creative PlanningSt Louis, Missouri, United States
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Tyler Maddox
Colleague at Creative PlanningLeawood, Kansas, United States
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Katelyn Clark
Colleague at Creative PlanningKansas City, Missouri, United States
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Ben Meyers, Cfp®
Colleague at Creative PlanningZimmerman, Minnesota, United States
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Micah B.
Colleague at Creative PlanningEau Claire, Wisconsin, United States
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Lori Schmoll Cprm, Cisr
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Matthew Zolton, J.D., Cfp®
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Norm Caldwell, Aif®
Colleague at Creative PlanningFort Lauderdale, Florida, United States
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Activities and Societies: Member of Sigma Phi EpsilonAlong with working in groups for large periods of time in culminating projects, Leeds.
Activities and Societies: During my Junior year of college, I decided to challenge myself more academically and picked up a minor.
Activities and Societies: Soccer and Swim team, Speech and Debate, FBLA, and Deca
Quick answers generated from the profile data available on this page.
Rob Ducey, Cfp® works for Creative Planning.
Rob Ducey, Cfp® is listed as Financial Planner at Creative Planning LLC at Creative Planning.
AeroLeads has found 1 work email signal at @wipflifinancial.com for Rob Ducey, Cfp® at Creative Planning.
Rob Ducey, Cfp® is based in San Diego Metropolitan Area, United States while working with Creative Planning.
Rob Ducey, Cfp® has worked for Creative Planning, Wipfli Financial Advisors, Iwp Wealth, Colorado Financial Management, and University Of Colorado.
Rob Ducey, Cfp®'s colleagues at Creative Planning include Kit Daniels, Ellen Cassin, Gabriel Wilson, Cfp®, Cpwa®, Tyler Maddox, and Katelyn Clark.
You can use AeroLeads to view verified contact signals for Rob Ducey, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.
Rob Ducey, Cfp® holds Bachelor’S Degree, Accounting And Finance from University Of Colorado Boulder - Leeds School Of Business.
Rob Ducey, Cfp® is listed with skills including Cpr Certified, Microsoft Office, Social Networking, Leadership, Microsoft Excel, Microsoft Word, Powerpoint, and Time Management.
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