Daniel Derrig, MBA, CFP®, CIMA® in

Daniel Derrig, MBA, CFP®, CIMA®

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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