Prota Financial is a location-independent firm founded by Daniel Trumbower, a CERTIFIED FINANCIAL PLANNER™. The company operates as a fee-only fiduciary, meaning it is legally and ethically bound to act in its clients' best interests and is compensated solely by client fees, not commissions. Prota Financial specializes in providing comprehensive financial planning, investment management, and retirement planning services to help individuals and families achieve their financial goals and live a great life.

Founded in

United States