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Rob Ducey, Cfp® is listed as Financial Planner at Creative Planning LLC at Creative Planning, a company with 631 employees, based in San Diego Metropolitan Area, United States, 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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A career timeline built from the work history available for this profile.
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.
Littleton, Colorado
Littleton, Colorado
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Tanner Strathman
Colleague at Creative Planning
Leawood, Kansas, United States, United States
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TH
Taylor Harroun Mpas®, Cfp®
Colleague at Creative Planning
Greater Tampa Bay Area, United States
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AH
Amanda Hessler
Colleague at Creative Planning
Prairie Village, Kansas, United States, United States
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JS
Jerry Sharkey, Cfp®
Colleague at Creative Planning
Omaha, Nebraska, United States, United States
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BM
Barbara Milam
Colleague at Creative Planning
Greater Chicago Area, United States
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JS
Jared Stubbs
Colleague at Creative Planning
Centerville, Utah, United States, United States
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SZ
Salah Zanabili
Colleague at Creative Planning
Dallas-Fort Worth Metroplex, United States
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JP
Jason Preston
Colleague at Creative Planning
Dallas-Fort Worth Metroplex, United States
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KH
Kelsi Hunt
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
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AH
Amy Hawkins Crawford
Colleague at Creative Planning
Addison, Texas, United States, 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 in.
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, 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 Tanner Strathman, Taylor Harroun Mpas®, Cfp®, Amanda Hessler, Jerry Sharkey, Cfp®, and Barbara Milam.
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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