Daniel Derrig, MBA, CFP®, CIMA® in

Daniel Derrig, MBA, CFP®, CIMA®

Examiner · DISC type cs
Partner and Financial Advisor at Prosperity Advisors
📍 Akron, Ohio, United States

Daniel Derrig is a Partner and Financial Advisor at Prosperity Advisors in Akron, OH. With an MBA and CIMA® designation, he focuses on financial planning, economics, and tax planning. He transitioned from a successful career in banking to provide clients with a higher level of service and financial education.

Outside of work, Daniel enjoys spending time with his wife and their two children, especially having family game nights and doing puzzles together. He and his family, who reside in Hartville, Ohio, also own a horse named Spirit.

He is a multi-talented athlete who actively competes in judo, wrestling, and sambo.

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Experience
10 Years
Current Role
Partner and Financial Advisor
Location
Akron, Ohio, United States
Personality Overview

How Daniel shows up

Process Oriented
Late Adopter
Overcautious

Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Daniel cares about

Holistic Financial Planning
He focuses on comprehensive financial planning for his clients, including tax planning, financial economics, and client education, to ensure their needs are always put first.
Combat Sports
His personal biography reveals he is an active and competitive participant in multiple martial arts, including judo, wrestling, and sambo.
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Career

Work history

11-2021
Partner and Financial Advisor
Prosperity Advisors
12-2015 - 11-2021
Financial Advisor
Huntington Financial Advisors
In the press

Media appearances

Cetera Welcomes Daniel Derrig Via Prosperity Advisors. Featured in PR Newswire
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Education
Undergraduate Certificate
The University of Akron
Master of Business Administration - MBA
Indiana Wesleyan University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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