Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Derek Irish (CRD# 3056842) is an Investment Advisor Representative working at Ronald Blue & Company, LLC in Houston, TX and has over 17 years of experience in the finance industry. Derek Irish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Jonathan has been with Tri-Star since 2009. Today he leads the firm's financial planning practice. His areas of expertise include managing leverage, cash flow, retirement planning, and charitable giving. He has an extensive fixed income background having starting his career analyzing mortgage backed securities, municipal bonds, and structured notes.
Jonathan earned a BA in Economics from Pepperdine University and a JD/MBA from Baylor University. Jonathan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification...