Troy Lerche, FPQP™, CFP®
Head Trader & Financial Planning Associate
CREDENTIALS
FPQP™ Financial Paraplanner Qualified Professional
CFP® CERTIFIED FINANCIAL PLANNER™ Professional
CAREER HIGHLIGHTS
FirstWave Financial™
- Execute trades after careful analysis of household account allocations and tax consequences
- Updates clients’ financial plans so that they can respond creatively to the changes that inevitably occur
Orange County Comptroller’s Office
- Portfolio Manager responsible for all investments in the county’s portfolio
- Managing debt service for all outstanding bond issues
ICC Capital Management
- Equity trader responsible for reviewing cash positions, asset allocations, analyzing monthly performance data, and building financial models to help clarify complex quantitative data
H&R Block
- Helped clients understand taxes while completing their state and federal income tax returns
EDUCATION
- University of Central Florida, Orlando, FL: BSBA – Finance