Prota Financial Employee Directory

Financial ServicesTexas, United States11-50 Employees

Prota Financial is a financial services firm based in Houston, Texas. It offers a full suite of financial planning services, including retirement planning, college funding, and estate planning. The firm focuses on crafting and executing strategies to grow and safeguard clients' wealth, guided by a principle of placing the client's interests first to add value and earn trust. Its services target individuals seeking structured guidance for long-term goals such as retirement and education funding, along with estate considerations. As a small to mid-sized firm in the financial services sector, Prota Financial emphasizes helping clients develop good habits around saving and investing. The company operates from its Houston base.

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
    J. F.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    T. D.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    B. K.
    Financial Advisor
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  • Stylized image of a person
    B. H.
    Partner At Prota Financial
    Phone icon

Prota Financial Employee Metrics

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

Contact profiles from Prota Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. R.
    Partner & Founder
    Phone icon
    United StatesMississippi
    Apr 15, 2026
  • Stylized image of a person
    J. F.
    Financial Advisor
    Phone icon
    United StatesNebraska
    Jun 23, 2026
  • Stylized image of a person
    T. D.
    Financial Advisor
    Phone icon
    Oct 27, 2025
  • Stylized image of a person
    B. K.
    Financial Advisor
    Phone icon
    United StatesMassachusetts
    Feb 01, 2026
  • Stylized image of a person
    B. H.
    Partner At Prota Financial
    Phone icon
    United States
    Jun 01, 2026

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 May 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 May 2026, Prota Financial's key employees include:

  • Partner & Founder: M. R.
  • Financial Advisor: J. F.
  • Financial Advisor: T. D.
  • Financial Advisor: B. K.
  • Partner At Prota Financial: B. H.

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