Prota Financial Employee Directory

Financial ServicesTexas, United States11-50 Employees

Prota Financial offers comprehensive financial planning to clients, including retirement, college, & estate planning.  

Our focus is on developing and executing plans that are designed to build and preserve your wealth. 

Our passion is helping people build good habits around saving & investing.

We are committed to the precept that by placing the client’s interests first, we will add value to the planning process and earn their respect.

Find Prota Financial employees' phone numbers or email addresses

Prota Financial Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Prota Financial's Leadership

  • Stylized image of a person
    M. R.
    Partner & Founder
    Phone icon
  • Stylized image of a person
    A. P.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    M. J.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    T. D.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    F. D.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    B. K.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    L. E.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    A. T.
    Advisor
    Phone icon

Prota Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from Prota Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. R.
    Partner & Founder
    Phone icon
    United StatesTexas
    Jan 12, 2026
  • Stylized image of a person
    A. P.
    Financial Advisor
    Phone icon
    United StatesTexas
    Oct 24, 2025
  • Stylized image of a person
    M. J.
    Financial Advisor
    Phone icon
    United StatesTexas
    Nov 03, 2025
  • Stylized image of a person
    T. D.
    Financial Advisor
    Phone icon
    Oct 27, 2025
  • Stylized image of a person
    F. D.
    Financial Advisor
    Phone icon
    United StatesTexas
    Jan 27, 2026
  • Stylized image of a person
    B. K.
    Financial Advisor
    Phone icon
    United StatesMassachusetts
    Feb 01, 2026
  • Stylized image of a person
    L. E.
    Financial Advisor
    Phone icon
    United StatesColorado
    Aug 10, 2025
  • Stylized image of a person
    A. T.
    Advisor
    Phone icon
    United StatesLouisiana
    Oct 22, 2024
  • Stylized image of a person
    J. X.
    Service Advisor
    Phone icon
    United StatesTexas
    Jun 25, 2025
  • Stylized image of a person
    J. F.
    Service Advisor
    Phone icon
    United StatesTexas
    Oct 22, 2024

Frequently Asked Questions

What is Prota Financial known for?

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Prota Financial was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 1980 Post Oak Boulevard Suite 100 Houston, Texas 77056 United States; you can contact the main corporate office by phone at . Explore Prota Financial's company overview page for more information.

What is Prota Financial's most common email format?

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Prota Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prota Financial email formats with LeadIQ.

How many employees does Prota Financial have currently?

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Prota Financial has approximately 13 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Prota Financial's key employees and leadership?

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As of February 2026, Prota Financial's key employees include:

  • Partner & Founder: M. R.
  • Financial Advisor: A. P.
  • Financial Advisor: M. J.
  • Financial Advisor: T. D.
  • Financial Advisor: F. D.

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