VerifiedFinancial Services· Founded 2016

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.

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Houston, United States13(11 to 50)<$1M2016protafinancial.com LinkedIn

Verified contacts

14

available on Kipplo

LinkedIn employees

13

11 to 50 range

Open roles

—

no listings

Distinct roles

8

indexed titles

Tech stack

1

tools in use

Monthly traffic

83

organic / mo

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Showing 9 of 14 verified contacts

Top roles at Prota Financial

8 distinct titles indexed · top 8 shown.

6financial advisor
2service advisor
1client relationship manager
1financial services advisor
1merrill lynch
1partner & founder
1partner at prota financial
1sales manager

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