Robert DeVries, MBA, AWMA®, CRPS®

FirsWave Financial Robert DeVriesWealthCoach™ & Retirement Plan Specialist

CREDENTIALS

    • Accredited Wealth Management Advisor®
    • Chartered Retirement Plans Specialist℠

CAREER HIGHLIGHTS
FirstWave Financial™

  • Conducts client meetings to assist our clients in bringing simplification and clarity to their financial lives

Crump Insurance Services

  • Marketing Manager responsible for development of nationwide retail agent network

CPA Wealth Management

  • Portfolio Manager responsible for investment analysis and alignment of client portfolios according to their investment objective

ING Furman Selz

  • Automotive Research Associate supporting industry leading Research Analyst covering major auto makers, Tier 1 suppliers and dealership groups

EDUCATION

  • New York University, Stern School of Business, NY, NY: MBA, Finance
  • University of Michigan, Ann Arbor, MI: BA