Troy Lerche, FPQP™, CFP®

FirsWave Financial Troy LercheHead 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