There's Only One FirstWave^®

Robert Devries

MBA, AWMA®, CRPS®

WealthCoach™ & 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 automakers, 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

CIVIC

Children’s Home Society – Board Member, Past Board Chair
Space Coast Porsche Club of America – Treasurer

Interested in a

Complimentary Consultation?

Recent Posts

FirstWave Financial Annual Letter 2023

February 28, 2023

In the words of the great philosopher Mike Tyson – “Everyone has a plan until

Marriage – Your Personal Merger

February 14, 2023

By Laura Chiesman If you are in the middle of planning a wedding you know

Am I spending too much time worrying about my money?

December 20, 2022

It is no wonder you may find yourself worried about your money all the time.

No Regrets

September 23, 2022

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What will be my legacy?

September 13, 2022

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What about college saving for my kids, grandkids, family

August 8, 2022

Higher education funding is a very important goal for many families…

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